GWANC
AVUV icon

Guardian Wealth Advisors (North Carolina)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2026
Q1 		$450K Buy
4,070
+4
+0.1% +$440 0.03% 229
2025
Q4 		$415K Buy
4,066
+7
+0.2% +$700 0.03% 246
2025
Q3 		$404K Buy
4,059
+5
+0.1% +$484 0.03% 240
2025
Q2 		$369K Sell
4,054
-170
-4% -$14.7K 0.03% 238
2025
Q1 		$368K Buy
+4,224
New +$397K 0.03% 221
2024
Q4 		– Sell
-2,709
Closed -$260K – 521
2024
Q3 		$260K Buy
2,709
+64
+2% +$5.98K 0.03% 233
2024
Q2 		$237K Buy
2,645
+128
+5% +$11.6K 0.03% 236
2024
Q1 		$236K Buy
2,517
+123
+5% +$10.9K 0.03% 244
2023
Q4 		$215K Buy
+2,394
New +$192K 0.03% 234

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return