UBS Group
AVUQ

UBS Group’s Avantis U.S. Quality ETF AVUQ Stock Holding History

UBS Group’s Portfolio AVUQ Stock Details AVUQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04K Buy
+36
New +$2.15K ﹤0.01% 9374
2025
Q4 		– Sell
-91
Closed -$5.4K – 11503
2025
Q3 		$5.4K Sell
91
-294
-76% -$16.7K ﹤0.01% 8870
2025
Q2 		$20.8K Buy
+385
New +$19.1K ﹤0.01% 8403

Other funds holding AVUQ

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

UBS Group's AVUQ Position: Q1 2026 in Review

UBS Group opened a new position in Avantis U.S. Quality ETF (AVUQ) in Q1 2026: 36 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #9374 among its holdings. This is a return to the name: UBS Group previously reported a position in AVUQ as recently as Q3 2025.

UBS Group first reported a position in AVUQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $20.8K in Q2 2025. 19 funds tracked by Wall St. Rank hold AVUQ as of Q1 2026.

  • UBS Group held 36 shares of Avantis U.S. Quality ETF worth $2.04K as of Q1 2026.
  • Avantis U.S. Quality ETF was a new UBS Group position in Q1 2026.
  • Avantis U.S. Quality ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9374 holding.
  • UBS Group first reported a position in Avantis U.S. Quality ETF in Q2 2025 and has held it in 3 quarters since.
  • UBS Group's Avantis U.S. Quality ETF position peaked at $20.8K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Avantis U.S. Quality ETF as of Q1 2026.

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