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Cetera Advisor Networks’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cetera Advisor Networks’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
Q1 		$516K Buy
5,508
+2,858
+108% +$253K ﹤0.01% 1916
2023
Q4 		$238K Buy
+2,650
New +$212K ﹤0.01% 2403

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cetera Advisor Networks's AVUV Position: Q1 2024 in Review

Cetera Advisor Networks increased its Avantis US Small Cap Value ETF (AVUV) stake by 108% in Q1 2024, buying an estimated $253K and bringing the position to 5,508 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Cetera Advisor Networks first reported a position in AVUV in Q4 2023 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold AVUV as of Q1 2024.

  • Cetera Advisor Networks held 5,508 shares of Avantis US Small Cap Value ETF worth $516K as of Q1 2024.
  • Cetera Advisor Networks bought 2,858 Avantis US Small Cap Value ETF shares in Q1 2024, an estimated $253K.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1916 holding.
  • Cetera Advisor Networks first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 2 quarters since.
  • 632 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.