VALQ — AMERICAN CENTY ETF TR

Ownership history in UBS Group AG  ·  22 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in AMERICAN CENTY ETF TR (VALQ). 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 57 -782 -93.2% 0.00% $4K $63.96
2025 Q2 REDUCED 839 -390 -31.7% 0.00% $52K $61.25
2025 Q1 ADDED 1,229 +729 +145.8% 0.00% $75K $59.67
2024 Q4 UNCHANGED 500 — 0% 0.00% $30K $59.63
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VALQ price (monthly, adj. close)

Other funds also holding VALQ

As of 2025 Q4 — sorted by position size

Stratos Wealth Advisors, LLC 3Y 7Y 0.49% Rubicon Advisors, GP 0.31% Sunpointe, LLC 0.29% Worth Financial Advisory Group, LLC 3Y 0.27% Private Advisor Group, LLC 3Y 7Y 0.19% Pinnacle Financial Partners, Inc. 0.17% Ameritas Advisory Services, LLC 3Y 0.12% WealthBridge Capital Management, LLC 3Y 7Y 0.09% Investment Advisory Group, LLC 3Y 0.06% AMERICAN CENTURY COMPANIES INC 3Y 7Y 0.06%
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