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 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 $3.19B AUM 14.06% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

UBS Group's AVSF Position: Q1 2026 in Review

UBS Group opened a new position in Avantis Short-Term Fixed Income ETF (AVSF) in Q1 2026: 63 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #9172 among its holdings. This is a return to the name: UBS Group previously reported a position in AVSF as recently as Q3 2025.

UBS Group first reported a position in AVSF in Q1 2022 and has held it in 7 quarters since. The position peaked at $106K in Q1 2022. 110 funds tracked by Wall St. Rank hold AVSF as of Q1 2026.

UBS Group held 63 shares of Avantis Short-Term Fixed Income ETF worth $2.95K as of Q1 2026.
Avantis Short-Term Fixed Income ETF was a new UBS Group position in Q1 2026.
Avantis Short-Term Fixed Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9172 holding.
UBS Group first reported a position in Avantis Short-Term Fixed Income ETF in Q1 2022 and has held it in 7 quarters since.
UBS Group's Avantis Short-Term Fixed Income ETF position peaked at $106K in Q1 2022.
110 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q1 2026.

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