UBS Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

UBS Group’s Portfolio AVSC Stock Details AVSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-115	Closed	-$7.16K	–	10440
2026 Q1	$7.16K	Buy	115 +44	+62%	+$2.77K	﹤0.01%	8614
2025 Q4	$4.17K	Buy	+71	New	+$4.11K	﹤0.01%	8880
2025 Q3	–	Sell	-1,677	Closed	-$86.5K	–	10326
2025 Q2	$86.5K	Buy	+1,677	New	+$81K	﹤0.01%	7355
2025 Q1	–	Sell	-84	Closed	-$4.57K	–	10218
2024 Q4	$4.57K	Buy	+84	New	+$4.69K	﹤0.01%	8747
2022 Q4	–	Sell	-300	Closed	-$12K	–	10716
2022 Q3	$12K	Sell	300 -275	-48%	-$12K	﹤0.01%	8140
2022 Q2	$24K	Buy	+575	New	+$25.5K	﹤0.01%	6642

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group's AVSC Position: Q2 2026 in Review

UBS Group sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2026, closing a stake of 115 shares — an estimated $7.16K sold.

UBS Group first reported a position in AVSC in Q2 2022 and held it in 6 quarters. The position peaked at $86.5K in Q2 2025. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

UBS Group reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 115 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $7.16K.
UBS Group first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and held it in 6 quarters.
UBS Group's Avantis US Small Cap Equity ETF position peaked at $86.5K in Q2 2025.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.