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Hochman Cole Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$919K Buy
12,148
+8,068
+198% +$598K 0.36% 53
2021
Q2 		$310K Buy
+4,080
New +$308K 0.12% 101

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Hochman Cole Investment Advisors's AVUV Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 198% in Q3 2021, buying an estimated $598K and bringing the position to 12,148 shares worth $919K. The position accounts for 0.36% of the portfolio, ranked #53.

Hochman Cole Investment Advisors first reported a position in AVUV in Q2 2021 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold AVUV as of Q3 2021.

  • Hochman Cole Investment Advisors held 12,148 shares of Avantis US Small Cap Value ETF worth $919K as of Q3 2021.
  • Hochman Cole Investment Advisors bought 8,068 Avantis US Small Cap Value ETF shares in Q3 2021, an estimated $598K.
  • Avantis US Small Cap Value ETF made up 0.36% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #53 holding.
  • Hochman Cole Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.