HFS
AVUV icon

HBC Financial Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

HBC Financial Services’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
Q2 		– Sell
-228
Closed -$17K – 169
2022
Q1 		$17K Hold
228
– – 0.01% 98
2021
Q4 		$18K Buy
+228
New +$18.2K 0.01% 106

Other funds holding AVUV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $1.43B AUM 23.44% 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 $187B AUM 21.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HBC Financial Services's AVUV Position: Q2 2022 in Review

HBC Financial Services sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2022, closing a stake of 228 shares — an estimated $17K sold.

HBC Financial Services first reported a position in AVUV in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 263 funds tracked by Wall St. Rank hold AVUV as of Q2 2022.

  • HBC Financial Services reported no remaining Avantis US Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • HBC Financial Services sold 228 Avantis US Small Cap Value ETF shares in Q2 2022, an estimated $17K.
  • HBC Financial Services first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and held it in 2 quarters.
  • HBC Financial Services's Avantis US Small Cap Value ETF position peaked at $18K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2022.

Based on HBC Financial Services's 13F filing for Q2 2022, filed 22 Jul 2022.