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

Destiny Wealth Partners’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
Q1 		– Sell
-2,224
Closed -$177K – 536
2021
Q4 		$177K Buy
+2,224
New +$177K 0.03% 186

Other funds holding AVUV

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TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
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
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Destiny Wealth Partners's AVUV Position: Q1 2022 in Review

Destiny Wealth Partners sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2022, closing a stake of 2,224 shares — an estimated $177K sold.

Destiny Wealth Partners first reported a position in AVUV in Q4 2021 and held it in 1 quarter. The position peaked at $177K in Q4 2021. 225 funds tracked by Wall St. Rank hold AVUV as of Q1 2022.

  • Destiny Wealth Partners reported no remaining Avantis US Small Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 2,224 Avantis US Small Cap Value ETF shares in Q1 2022, an estimated $177K.
  • Destiny Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Destiny Wealth Partners's Avantis US Small Cap Value ETF position peaked at $177K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.