HCA
AVUV icon

Heck Capital Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Heck Capital 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
2026
Q2 		– Sell
-2,127
Closed -$235K – 215
2026
Q1 		$235K Hold
2,127
– – 0.02% 191
2025
Q4 		$217K Hold
2,127
– – 0.02% 204
2025
Q3 		$212K Buy
+2,127
New +$206K 0.02% 192
2025
Q2 		– Sell
-1,166
Closed -$102K – 182
2025
Q1 		$102K Hold
1,166
– – 0.01% 164
2024
Q4 		$113K Hold
1,166
– – 0.01% 154
2024
Q3 		$112K Hold
1,166
– – 0.01% 152
2024
Q2 		$105K Buy
1,166
+487
+72% +$44.1K 0.01% 148
2024
Q1 		$63.6K Hold
679
– – 0.01% 154
2023
Q4 		$61K Sell
679
-1,485
-69% -$119K 0.01% 149
2023
Q3 		$169K Hold
2,164
– – 0.03% 127
2023
Q2 		$168K Sell
2,164
-3,310
-60% -$243K 0.03% 126
2023
Q1 		$405K Sell
5,474
-195,459
-97% -$15.3M 0.08% 89
2022
Q4 		$15M Buy
200,933
+198,789
+9,272% +$15M 2.9% 9
2022
Q3 		$142K Hold
2,144
– – 0.03% 120
2022
Q2 		$147K Sell
2,144
-16,558
-89% -$1.25M 0.03% 121
2022
Q1 		$1.49M Buy
+18,702
New +$1.48M 0.27% 58

Other funds holding AVUV

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return