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

GGM Wealth 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
2025 Q1	$228K	Sell	2,740 -1,252	-31%	-$118K	0.13%	122
2024 Q4	$385K	Sell	3,992 -30	-0.7%	-$2.98K	0.2%	87
2024 Q3	$386K	Buy	4,022 +24	+0.6%	+$2.24K	0.17%	92
2024 Q2	$359K	Sell	3,998 -33	-0.8%	-$2.99K	0.16%	91
2024 Q1	$372K	Hold	4,031	–	–	0.17%	90
2023 Q4	$358K	Sell	4,031 -169	-4%	-$13.5K	0.15%	99
2023 Q3	$327K	Sell	4,200 -8	-0.2%	-$643	0.14%	99
2023 Q2	$333K	Buy	+4,208	New	+$309K	0.14%	100
2023 Q1	–	Sell	-4,608	Closed	-$352K	–	66
2022 Q4	$352K	Sell	4,608 -636	-12%	-$47.8K	0.18%	88
2022 Q3	$389K	Sell	5,244 -325	-6%	-$23.7K	0.21%	83
2022 Q2	$380K	Sell	5,569 -15,871	-74%	-$1.2M	0.21%	83
2022 Q1	$1.74M	Buy	21,440 +8,305	+63%	+$658K	0.87%	25
2021 Q4	$1.07M	Buy	13,135 +635	+5%	+$50.6K	0.85%	33
2021 Q3	$1.01M	Buy	+12,500	New	+$926K	0.8%	33

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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

GGM Wealth Advisors's AVUV Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 31% in Q1 2025, selling an estimated $118K and leaving 2,740 shares worth $228K. The position accounts for 0.13% of the portfolio, ranked #122.

GGM Wealth Advisors first reported a position in AVUV in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.74M in Q1 2022. 815 funds tracked by Wall St. Rank hold AVUV as of Q1 2025.

GGM Wealth Advisors held 2,740 shares of Avantis US Small Cap Value ETF worth $228K as of Q1 2025.
GGM Wealth Advisors sold 1,252 Avantis US Small Cap Value ETF shares in Q1 2025, an estimated $118K.
Avantis US Small Cap Value ETF made up 0.13% of GGM Wealth Advisors's portfolio in Q1 2025, its #122 holding.
GGM Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 14 quarters since.
GGM Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $1.74M in Q1 2022.
815 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.