Belvedere Trading
AVUV icon

Belvedere Trading’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Belvedere Trading’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
Q3 		– Sell
-1,754
Closed -$170K – 909
2025
Q2 		$160K Buy
+1,754
New +$151K ﹤0.01% 462
2024
Q4 		– Sell
-11
Closed -$1.05K – 847
2024
Q3 		$1.05K Buy
+11
New +$1.03K ﹤0.01% 691
2023
Q3 		– Sell
-42,696
Closed -$3.31M – 656
2023
Q2 		$3.31M Sell
42,696
-15,068
-26% -$1.11M 0.01% 38
2023
Q1 		$4.28M Buy
+57,764
New +$4.52M 0.01% 31

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
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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belvedere Trading's AVUV Position: Q3 2025 in Review

Belvedere Trading sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2025, closing a stake of 1,754 shares — an estimated $170K sold.

Belvedere Trading first reported a position in AVUV in Q1 2023 and held it in 4 quarters. The position peaked at $4.28M in Q1 2023. 880 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Belvedere Trading reported no remaining Avantis US Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Belvedere Trading sold 1,754 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $170K.
  • Belvedere Trading first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and held it in 4 quarters.
  • Belvedere Trading's Avantis US Small Cap Value ETF position peaked at $4.28M in Q1 2023.
  • 880 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Belvedere Trading's 13F filing for Q3 2025, filed 27 Oct 2025.