Alliance Wealth Advisors (Pennsylvania)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2026 Q2	$13.7M	Buy	109,482 +3,307	+3%	+$394K	5.46%	7
2026 Q1	$11.7M	Sell	106,175 -352	-0.3%	-$38.8K	5.54%	4
2025 Q4	$10.9M	Buy	106,527 +3,830	+4%	+$383K	5.2%	5
2025 Q3	$10.2M	Buy	102,697 +2,979	+3%	+$288K	5.11%	5
2025 Q2	$9.08M	Buy	99,718 +5,440	+6%	+$469K	4.95%	5
2025 Q1	$8.22M	Buy	94,278 +3,310	+4%	+$311K	4.83%	5
2024 Q4	$8.78M	Buy	90,968 +2,839	+3%	+$282K	5.03%	4
2024 Q3	$8.46M	Buy	88,129 +3,035	+4%	+$284K	4.87%	4
2024 Q2	$7.63M	Buy	85,094 +1,678	+2%	+$152K	4.81%	4
2024 Q1	$7.82M	Buy	83,416 +4,035	+5%	+$357K	4.94%	3
2023 Q4	$7.13M	Buy	+79,381	New	+$6.35M	4.72%	4

Other funds holding AVUV

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return