Financial Advocates Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-26,630	Closed	-$2.43M	–	134
2025 Q2	$2.43M	Sell	26,630 -88,383	-77%	-$7.62M	0.2%	113
2025 Q1	$10M	Buy	115,013 +6,822	+6%	+$641K	0.7%	30
2024 Q4	$10.4M	Buy	108,191 +4,439	+4%	+$441K	0.59%	34
2024 Q3	$9.95M	Buy	103,752 +39,166	+61%	+$3.66M	0.56%	37
2024 Q2	$5.79M	Sell	64,586 -18,085	-22%	-$1.64M	0.36%	57
2024 Q1	$7.75M	Buy	82,671 +408	+0.5%	+$36.1K	0.45%	54
2023 Q4	$7.39M	Buy	82,263 +11,305	+16%	+$904K	0.48%	50
2023 Q3	$5.49M	Buy	70,958 +12,859	+22%	+$1.03M	0.4%	67
2023 Q2	$4.51M	Buy	58,099 +30,269	+109%	+$2.23M	0.32%	78
2023 Q1	$2.06M	Buy	27,830 +19,073	+218%	+$1.49M	0.15%	163
2022 Q4	$652K	Buy	+8,757	New	+$659K	0.05%	387

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Financial Advocates Investment Management's AVUV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2025, closing a stake of 26,630 shares — an estimated $2.43M sold.

Financial Advocates Investment Management first reported a position in AVUV in Q4 2022 and held it in 11 quarters. The position peaked at $10.4M in Q4 2024. 882 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

Financial Advocates Investment Management reported no remaining Avantis US Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 26,630 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $2.43M.
Financial Advocates Investment Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and held it in 11 quarters.
Financial Advocates Investment Management's Avantis US Small Cap Value ETF position peaked at $10.4M in Q4 2024.
882 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.