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

Crewe 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
2022
Q4 		– Sell
-79
Closed -$5K – 1042
2022
Q3 		$5K Hold
79
– – ﹤0.01% 834
2022
Q2 		$5K Buy
79
+31
+65% +$2.35K ﹤0.01% 743
2022
Q1 		$4K Buy
+48
New +$3.8K ﹤0.01% 401

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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Crewe Advisors's AVUV Position: Q4 2022 in Review

Crewe Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2022, closing a stake of 79 shares — an estimated $5K sold.

Crewe Advisors first reported a position in AVUV in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 359 funds tracked by Wall St. Rank hold AVUV as of Q4 2022.

  • Crewe Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 79 Avantis US Small Cap Value ETF shares in Q4 2022, an estimated $5K.
  • Crewe Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and held it in 3 quarters.
  • Crewe Advisors's Avantis US Small Cap Value ETF position peaked at $5K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.