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Bison Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bison Wealth’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
Q4 		$1.03M Buy
10,660
+4,438
+71% +$441K 0.23% 89
2024
Q3 		$597K Buy
6,222
+3,647
+142% +$341K 0.1% 207
2024
Q2 		$241K Hold
2,575
– – 0.04% 363
2024
Q1 		$241K Buy
+2,575
New +$228K 0.04% 363

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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 $4.79B AUM 16.42% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bison Wealth's AVUV Position: Q4 2024 in Review

Bison Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 71% in Q4 2024, buying an estimated $441K and bringing the position to 10,660 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #89.

Bison Wealth first reported a position in AVUV in Q1 2024 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold AVUV as of Q4 2024.

  • Bison Wealth held 10,660 shares of Avantis US Small Cap Value ETF worth $1.03M as of Q4 2024.
  • Bison Wealth bought 4,438 Avantis US Small Cap Value ETF shares in Q4 2024, an estimated $441K.
  • Avantis US Small Cap Value ETF made up 0.23% of Bison Wealth's portfolio in Q4 2024, its #89 holding.
  • Bison Wealth first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.