UBS Group
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UBS Group’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

UBS Group’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-425
Closed -$29.3K – 10492
2025
Q3 		$29.3K Buy
+425
New +$28.9K ﹤0.01% 7910
2025
Q2 		– Sell
-321
Closed -$19.7K – 10237
2025
Q1 		$19.7K Buy
+321
New +$21K ﹤0.01% 8248
2024
Q3 		– Sell
-33
Closed -$1.97K – 9496
2024
Q2 		$1.97K Buy
+33
New +$1.98K ﹤0.01% 8452

Other funds holding AVMV

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Enzi Wealth
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

UBS Group's AVMV Position: Q4 2025 in Review

UBS Group sold out of Avantis US Mid Cap Value ETF (AVMV) in Q4 2025, closing a stake of 425 shares — an estimated $29.3K sold.

UBS Group first reported a position in AVMV in Q2 2024 and held it in 3 quarters. The position peaked at $29.3K in Q3 2025. 66 funds tracked by Wall St. Rank hold AVMV as of Q4 2025.

  • UBS Group reported no remaining Avantis US Mid Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 425 Avantis US Mid Cap Value ETF shares in Q4 2025, an estimated $29.3K.
  • UBS Group first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and held it in 3 quarters.
  • UBS Group's Avantis US Mid Cap Value ETF position peaked at $29.3K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.