AVSE — AMERICAN CENTY ETF TR

Ownership history in UBS Group AG  ·  4 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMERICAN CENTY ETF TR (AVSE). 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 494 +174 +54.4% 0.00% $31K $62.42
2023 Q2 ADDED 320 +108 +50.9% 0.00% $15K $42.28
2023 Q1 REDUCED 212 -1,263 -85.6% 0.00% $9K $40.89
2022 Q4 INITIATED 1,475 — — 0.00% $63K —
% of Fund (quarterly)    AVSE price (monthly, adj. close)

Other funds also holding AVSE

As of 2025 Q4 — sorted by position size

Riverwater Partners LLC 3Y 3.15% Northland Capital Management LLC 3Y 0.52% Highland Financial Advisors, LLC 3Y 0.41% Trademark Financial Management, LLC 0.4% Northwest & Ethical Investments L.P. 0.33% Opes Wealth Management LLC 3Y 0.24% MB Generational Wealth, LLC 0.23% Trellis Wealth Advisors LLC 0.23% Mason & Associates Inc 3Y 0.17% Team Hewins, LLC 3Y 0.15%
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