UBS Group
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UBS Group’s Avantis Moderate Allocation ETF AVMA Stock Holding History

UBS Group’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-86
Closed -$5.7K – 10474
2025
Q4 		$5.7K Buy
+86
New +$5.66K ﹤0.01% 8641
2025
Q1 		– Sell
-2,232
Closed -$130K – 10216
2024
Q4 		$130K Buy
2,232
+2,185
+4,649% +$131K ﹤0.01% 6713
2024
Q3 		$2.81K Buy
+47
New +$2.72K ﹤0.01% 8362
2024
Q2 		– Sell
-68
Closed -$3.87K – 9504
2024
Q1 		$3.87K Buy
+68
New +$3.71K ﹤0.01% 7688

Other funds holding AVMA

CPW
Cogent Private Wealth Orlando, Florida $139M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

UBS Group's AVMA Position: Q1 2026 in Review

UBS Group sold out of Avantis Moderate Allocation ETF (AVMA) in Q1 2026, closing a stake of 86 shares — an estimated $5.7K sold.

UBS Group first reported a position in AVMA in Q1 2024 and held it in 4 quarters. The position peaked at $130K in Q4 2024. 20 funds tracked by Wall St. Rank hold AVMA as of Q1 2026.

  • UBS Group reported no remaining Avantis Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 86 Avantis Moderate Allocation ETF shares in Q1 2026, an estimated $5.7K.
  • UBS Group first reported a position in Avantis Moderate Allocation ETF in Q1 2024 and held it in 4 quarters.
  • UBS Group's Avantis Moderate Allocation ETF position peaked at $130K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.