HA
AVUV icon

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

HYA 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
2022
Q2 		$1.31M Buy
19,239
+2,356
+14% +$178K 0.52% 43
2022
Q1 		$1.35M Buy
16,883
+5,695
+51% +$451K 0.47% 44
2021
Q4 		$892K Buy
11,188
+4,192
+60% +$334K 0.32% 52
2021
Q3 		$544K Buy
+6,996
New +$518K 0.22% 78

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 $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.32B AUM 20.39% 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 $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HYA Advisors's AVUV Position: Q2 2022 in Review

HYA Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q2 2022, buying an estimated $178K and bringing the position to 19,239 shares worth $1.31M. The position accounts for 0.52% of the portfolio, ranked #43.

HYA Advisors first reported a position in AVUV in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.35M in Q1 2022. 263 funds tracked by Wall St. Rank hold AVUV as of Q2 2022.

  • HYA Advisors held 19,239 shares of Avantis US Small Cap Value ETF worth $1.31M as of Q2 2022.
  • HYA Advisors bought 2,356 Avantis US Small Cap Value ETF shares in Q2 2022, an estimated $178K.
  • Avantis US Small Cap Value ETF made up 0.52% of HYA Advisors's portfolio in Q2 2022, its #43 holding.
  • HYA Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 4 quarters since.
  • HYA Advisors's Avantis US Small Cap Value ETF position peaked at $1.35M in Q1 2022.
  • 263 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.