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Briggs Advisory Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Briggs Advisory Group’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
2023
Q3 		$208K Sell
2,674
-288
-10% -$23.1K 0.12% 59
2023
Q2 		$230K Sell
2,962
-7,422
-71% -$546K 0.13% 53
2023
Q1 		$769K Hold
10,384
– – 0.46% 32
2022
Q4 		$774K Buy
+10,384
New +$781K 0.49% 30

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Briggs Advisory Group's AVUV Position: Q3 2023 in Review

Briggs Advisory Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 9.7% in Q3 2023, selling an estimated $23.1K and leaving 2,674 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #59.

Briggs Advisory Group first reported a position in AVUV in Q4 2022 and has held it in 4 quarters since. The position peaked at $774K in Q4 2022. 451 funds tracked by Wall St. Rank hold AVUV as of Q3 2023.

  • Briggs Advisory Group held 2,674 shares of Avantis US Small Cap Value ETF worth $208K as of Q3 2023.
  • Briggs Advisory Group sold 288 Avantis US Small Cap Value ETF shares in Q3 2023, an estimated $23.1K.
  • Avantis US Small Cap Value ETF made up 0.12% of Briggs Advisory Group's portfolio in Q3 2023, its #59 holding.
  • Briggs Advisory Group first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 4 quarters since.
  • Briggs Advisory Group's Avantis US Small Cap Value ETF position peaked at $774K in Q4 2022.
  • 451 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.