ACI
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Alpha Cubed Investments’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Alpha Cubed Investments’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
2024
Q2 		– Sell
-2,400
Closed -$225K – 297
2024
Q1 		$225K Buy
+2,400
New +$212K 0.01% 247

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Alpha Cubed Investments's AVUV Position: Q2 2024 in Review

Alpha Cubed Investments sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2024, closing a stake of 2,400 shares — an estimated $225K sold.

Alpha Cubed Investments first reported a position in AVUV in Q1 2024 and held it in 1 quarter. The position peaked at $225K in Q1 2024. 649 funds tracked by Wall St. Rank hold AVUV as of Q2 2024.

  • Alpha Cubed Investments reported no remaining Avantis US Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Alpha Cubed Investments sold 2,400 Avantis US Small Cap Value ETF shares in Q2 2024, an estimated $225K.
  • Alpha Cubed Investments first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Alpha Cubed Investments's Avantis US Small Cap Value ETF position peaked at $225K in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2024.

Based on Alpha Cubed Investments's 13F filing for Q2 2024, filed 15 Jul 2024.