AVRE — AMERICAN CENTY ETF TR

Ownership history in UBS Group AG  ·  9 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMERICAN CENTY ETF TR (AVRE). 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 UNCHANGED 1,039 — 0% 0.00% $46K $43.89
2025 Q2 UNCHANGED 1,039 — 0% 0.00% $46K $42.94
2025 Q1 ADDED 1,039 +571 +122.0% 0.00% $45K $41.45
2024 Q4 REDUCED 468 -1,853 -79.8% 0.00% $20K $40.14
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVRE price (monthly, adj. close)

Other funds also holding AVRE

As of 2025 Q4 — sorted by position size

Physician Wealth Solutions Inc. 5.39% ShankerValleau Wealth Advisors, Inc. 3Y 4.53% SENTINEL WEALTH MANAGEMENT, INC. 4.31% Prairiewood Capital, LLC 3Y 3.86% Seaside Wealth Management, Inc. 3Y 3.3% BetterWealth, LLC 3Y 3.29% QUARRY HILL ADVISORS, LLC 3Y 2.92% Allegiance Financial Group Advisory Services LLC 3Y 2.83% Equita Financial Network, Inc. 2.74% WorthPointe, LLC 3Y 2.61%
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