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
2026 Q1	–	Sell	-3,600	Closed	-$367K	–	756
2025 Q4	$367K	Sell	3,600 -500	-12%	-$50K	﹤0.01%	332
2025 Q3	$408K	Buy	4,100 +1,800	+78%	+$174K	﹤0.01%	312
2025 Q2	$210K	Buy	+2,300	New	+$198K	﹤0.01%	428
2024 Q4	–	Sell	-2,500	Closed	-$240K	–	846
2024 Q3	$240K	Buy	+2,500	New	+$234K	﹤0.01%	312
2023 Q3	–	Sell	-1,700	Closed	-$132K	–	655
2023 Q2	$132K	Sell	1,700 -500	-23%	-$36.8K	﹤0.01%	386
2023 Q1	$163K	Buy	+2,200	New	+$172K	﹤0.01%	372

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

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

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

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 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.