EQTY — VALUED ADVISERS TR

Ownership history in UBS Group AG  ·  12 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in VALUED ADVISERS TR (EQTY). 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 Q4 REDUCED 675 -25,940 -97.5% 0.00% $18K $26.99
2025 Q3 REDUCED 26,615 -43,057 -61.8% 0.00% $683K $25.66
2025 Q2 REDUCED 69,672 -6,314 -8.3% 0.00% $1.7M $25.03
2025 Q1 ADDED 75,986 +69,624 +1094.4% 0.00% $1.8M $23.18
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EQTY price (monthly, adj. close)

Other funds also holding EQTY

As of 2025 Q4 — sorted by position size

Focus Partners Wealth 3Y 7Y 1.39% GTS SECURITIES LLC 0.05% Darwin Wealth Management, LLC 3Y 7Y 0.01% MML INVESTORS SERVICES, LLC 3Y 7Y 0.01% Glen Eagle Advisors, LLC 0.01% ROYAL BANK OF CANADA 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% MORGAN STANLEY 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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