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Advisor Partners II’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Advisor Partners II’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$391K Buy
5,021
+1,063
+27% +$85.4K 0.02% 829
2023
Q2 		$307K Hold
3,958
– – 0.01% 783
2023
Q1 		$293K Hold
3,958
– – 0.02% 748
2022
Q4 		$295K Sell
3,958
-1,469
-27% -$110K 0.02% 691
2022
Q3 		$359K Buy
+5,427
New +$396K 0.03% 560

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Partners II's AVUV Position: Q3 2023 in Review

Advisor Partners II increased its Avantis US Small Cap Value ETF (AVUV) stake by 27% in Q3 2023, buying an estimated $85.4K and bringing the position to 5,021 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #829.

Advisor Partners II first reported a position in AVUV in Q3 2022 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold AVUV as of Q3 2023.

  • Advisor Partners II held 5,021 shares of Avantis US Small Cap Value ETF worth $391K as of Q3 2023.
  • Advisor Partners II bought 1,063 Avantis US Small Cap Value ETF shares in Q3 2023, an estimated $85.4K.
  • Avantis US Small Cap Value ETF made up 0.02% of Advisor Partners II's portfolio in Q3 2023, its #829 holding.
  • Advisor Partners II first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 5 quarters since.
  • 451 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.