AVGV — AMERICAN CENTY ETF TR

Ownership history in UBS Group AG  ·  1 quarter on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMERICAN CENTY ETF TR (AVGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 305 — — 0.00% $21K $69.64
% of Fund (quarterly)    AVGV price (monthly, adj. close)

Other funds also holding AVGV

As of 2025 Q4 — sorted by position size

Meredith Wealth Planning 3Y 10.03% McCartney Wealth Management LLC 1.66% B&D White Capital Company, LLC 3Y 0.43% Ridgeline Wealth, LLC 0.43% Vawter Financial, Ltd. 0.15% Austin Wealth Management, LLC 0.13% Evanson Asset Management, LLC 3Y 7Y 0.11% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 0.03% SAX WEALTH ADVISORS, LLC 3Y 0.01% Orion Capital Management LLC 3Y 0.01%
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