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

Cetera Advisors’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 		$5.45M Buy
58,206
+28,221
+94% +$2.5M 0.04% 427
2023
Q4 		$2.69M Sell
29,985
-411
-1% -$32.9K 0.04% 419
2023
Q3 		$2.37M Buy
30,396
+25,599
+534% +$2.06M 0.04% 412
2023
Q2 		$372K Sell
4,797
-606
-11% -$44.6K 0.01% 1189
2023
Q1 		$400K Sell
5,403
-205
-4% -$16.1K 0.01% 1130
2022
Q4 		$418K Buy
+5,608
New +$422K 0.01% 1066

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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
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 $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Cetera Advisors's AVUV Position: Q1 2024 in Review

Cetera Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 94% in Q1 2024, buying an estimated $2.5M and bringing the position to 58,206 shares worth $5.45M. The position accounts for 0.04% of the portfolio, ranked #427.

Cetera Advisors first reported a position in AVUV in Q4 2022 and has held it in 6 quarters since. 632 funds tracked by Wall St. Rank hold AVUV as of Q1 2024.

  • Cetera Advisors held 58,206 shares of Avantis US Small Cap Value ETF worth $5.45M as of Q1 2024.
  • Cetera Advisors bought 28,221 Avantis US Small Cap Value ETF shares in Q1 2024, an estimated $2.5M.
  • Avantis US Small Cap Value ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #427 holding.
  • Cetera Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 6 quarters since.
  • 632 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2024.

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