Aveo Capital Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Aveo Capital Partners’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	-79,835	Closed	-$6.75M	–	20
2025 Q1	$6.75M	Sell	79,835 -2,188	-3%	-$206K	1.12%	26
2024 Q4	$7.92M	Buy	82,023 +13,391	+20%	+$1.33M	0.87%	28
2024 Q3	$6.59M	Buy	68,632 +6,843	+11%	+$640K	0.7%	36
2024 Q2	$5.54M	Buy	61,789 +5,834	+10%	+$528K	0.63%	50
2024 Q1	$5.08M	Buy	55,955 +3,906	+8%	+$346K	0.55%	57
2023 Q4	$4.67M	Buy	52,049 +9,959	+24%	+$797K	0.56%	54
2023 Q3	$3.28M	Buy	42,090 +275	+0.7%	+$22.1K	0.43%	73
2023 Q2	$3.25M	Buy	+41,815	New	+$3.07M	0.41%	77

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Aveo Capital Partners's AVUV Position: Q2 2025 in Review

Aveo Capital Partners sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2025, closing a stake of 79,835 shares — an estimated $6.75M sold.

Aveo Capital Partners first reported a position in AVUV in Q2 2023 and held it in 8 quarters. The position peaked at $7.92M in Q4 2024. 860 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

Aveo Capital Partners reported no remaining Avantis US Small Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 79,835 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $6.75M.
Aveo Capital Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and held it in 8 quarters.
Aveo Capital Partners's Avantis US Small Cap Value ETF position peaked at $7.92M in Q4 2024.
860 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.