AVSF — AMERICAN CENTY ETF TR

Ownership history in UBS Group AG  ·  6 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMERICAN CENTY ETF TR (AVSF). 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 REDUCED 85 -742 -89.7% 0.00% $4K $46.19
2024 Q4 REDUCED 827 -1,163 -58.4% 0.00% $38K $43.86
2023 Q2 ADDED 1,990 +1,211 +155.5% 0.00% $91K $40.75
2023 Q1 REDUCED 779 -1,177 -60.2% 0.00% $36K $40.79
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% of Fund (quarterly)    AVSF price (monthly, adj. close)

Other funds also holding AVSF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 7.01% Verus Financial Partners, Inc. 3Y 7Y 5.82% Fort Vancouver Investment Management, LLC 3.79% McCartney Wealth Management LLC 3.72% Simplicity Wealth,LLC 3Y 1.87% Mattern Wealth Management LLC 3Y 1.76% Pacific Life Fund Advisors LLC 3Y 1.75% ATLas Financial Planning LLC 0.6% Savant Capital, LLC 3Y 7Y 0.58% Eaton-Cambridge Inc. 0.52%
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