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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 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.