AWM
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Angeles Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Angeles Wealth Management’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
2025
Q2 		– Sell
-569
Closed -$49.6K – 431
2025
Q1 		$49.6K Sell
569
-846
-60% -$79.5K ﹤0.01% 331
2024
Q4 		$137K Sell
1,415
-830
-37% -$82.5K 0.01% 309
2024
Q3 		$215K Buy
2,245
+804
+56% +$75.2K 0.02% 251
2024
Q2 		$129K Sell
1,441
-692
-32% -$62.7K 0.01% 241
2024
Q1 		$200K Sell
2,133
-1,385
-39% -$123K 0.02% 223
2023
Q4 		$316K Buy
+3,518
New +$281K 0.04% 150

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Angeles Wealth Management's AVUV Position: Q2 2025 in Review

Angeles Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2025, closing a stake of 569 shares — an estimated $49.6K sold.

Angeles Wealth Management first reported a position in AVUV in Q4 2023 and held it in 6 quarters. The position peaked at $316K in Q4 2023. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Angeles Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 569 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $49.6K.
  • Angeles Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and held it in 6 quarters.
  • Angeles Wealth Management's Avantis US Small Cap Value ETF position peaked at $316K in Q4 2023.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.