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GPS Wealth Strategies Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-582
Closed -$57.9K – 632
2025
Q3 		$57.9K Hold
582
– – 0.01% 640
2025
Q2 		$53K Sell
582
-1,246
-68% -$107K 0.01% 617
2025
Q1 		$159K Buy
1,828
+4
+0.2% +$376 0.02% 347
2024
Q4 		$176K Sell
1,824
-204
-10% -$20.3K 0.02% 319
2024
Q3 		$195K Buy
2,028
+5
+0.2% +$467 0.03% 309
2024
Q2 		$182K Sell
2,023
-13
-0.6% -$1.18K 0.03% 287
2024
Q1 		$191K Sell
2,036
-315
-13% -$27.9K 0.03% 258
2023
Q4 		$211K Buy
2,351
+1,771
+305% +$142K 0.04% 236
2023
Q3 		$45.2K Buy
580
+90
+18% +$7.23K 0.01% 498
2023
Q2 		$38K Buy
490
+290
+145% +$21.3K 0.01% 552
2023
Q1 		$14.8K Buy
+200
New +$15.7K ﹤0.01% 758

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return