AVIG — AMERICAN CENTY ETF TR

Ownership history in UBS Group AG  ·  8 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMERICAN CENTY ETF TR (AVIG). 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 ADDED 1,501 +1,202 +402.0% 0.00% $63K $41.17
2025 Q2 REDUCED 299 -153 -33.8% 0.00% $12K $40.27
2025 Q1 REDUCED 452 -32 -6.6% 0.00% $19K $39.60
2023 Q2 ADDED 484 +78 +19.2% 0.00% $20K $36.57
2023 Q1 ADDED 406 +401 +8020.0% 0.00% $17K $36.90
2022 Q4 REDUCED 5 -302 -98.4% 0.00% $205 $35.67
2021 Q4 REDUCED 307 -566 -64.8% 0.00% $15K $41.44
2021 Q2 INITIATED 873 — — 0.00% $43K $41.64
% of Fund (quarterly)    AVIG price (monthly, adj. close)

Other funds also holding AVIG

As of 2025 Q4 — sorted by position size

Echo Wealth Management, LLC 3Y 15.23% BCR Wealth Strategies, LLC 3Y 9.79% Ferguson Johnson Wealth Management Inc 9.06% Align Financial, LLC 7.52% Hill Investment Group Partners, LLC 6.91% Highland Financial Advisors, LLC 3Y 6.16% Centennial Wealth Advisory LLC 3Y 5.9% Verus Financial Partners, Inc. 3Y 7Y 5.7% REGATTA CAPITAL GROUP, LLC 3Y 4.88% Pacific Life Fund Advisors LLC 3Y 4.85%
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