UBS Group
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UBS Group’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

UBS Group’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
4,995
+4,932
+7,829% +$230K ﹤0.01% 6711
2026
Q1 		$2.95K Buy
+63
New +$2.96K ﹤0.01% 9172
2025
Q4 		– Sell
-85
Closed -$4.01K – 10496
2025
Q3 		$4.01K Buy
+85
New +$4K ﹤0.01% 8984
2025
Q1 		– Sell
-827
Closed -$38.2K – 10219
2024
Q4 		$38.2K Buy
+827
New +$38.4K ﹤0.01% 7473
2023
Q3 		– Sell
-1,990
Closed -$91.2K – 9443
2023
Q2 		$91.2K Buy
1,990
+1,211
+155% +$55.8K ﹤0.01% 6084
2023
Q1 		$36.1K Sell
779
-1,177
-60% -$54.3K ﹤0.01% 6668
2022
Q4 		$89.7K Buy
+1,956
New +$89.5K ﹤0.01% 6204
2022
Q2 		– Sell
-2,231
Closed -$106K – 10300
2022
Q1 		$106K Buy
+2,231
New +$108K ﹤0.01% 5872

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

UBS Group's AVSF Position: Q2 2026 in Review

UBS Group increased its Avantis Short-Term Fixed Income ETF (AVSF) stake by 7,829% in Q2 2026, buying an estimated $230K and bringing the position to 4,995 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #6711.

UBS Group first reported a position in AVSF in Q1 2022 and has held it in 8 quarters since. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • UBS Group held 4,995 shares of Avantis Short-Term Fixed Income ETF worth $233K as of Q2 2026.
  • UBS Group bought 4,932 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $230K.
  • Avantis Short-Term Fixed Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6711 holding.
  • UBS Group first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2022 and has held it in 8 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

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