Integrity Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Integrity Advisory’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 Q4	$683K	Buy	9,171 +1,452	+19%	+$109K	0.63%	29
2022 Q3	$511K	Sell	7,719 -970	-11%	-$70.7K	0.47%	39
2022 Q2	$594K	Sell	8,689 -1,119	-11%	-$84.7K	0.58%	33
2022 Q1	$783K	Buy	+9,808	New	+$777K	0.77%	29

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

Integrity Advisory's AVUV Position: Q4 2022 in Review

Integrity Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 19% in Q4 2022, buying an estimated $109K and bringing the position to 9,171 shares worth $683K. The position accounts for 0.63% of the portfolio, ranked #29.

Integrity Advisory first reported a position in AVUV in Q1 2022 and has held it in 4 quarters since. The position peaked at $783K in Q1 2022. 359 funds tracked by Wall St. Rank hold AVUV as of Q4 2022.

Integrity Advisory held 9,171 shares of Avantis US Small Cap Value ETF worth $683K as of Q4 2022.
Integrity Advisory bought 1,452 Avantis US Small Cap Value ETF shares in Q4 2022, an estimated $109K.
Avantis US Small Cap Value ETF made up 0.63% of Integrity Advisory's portfolio in Q4 2022, its #29 holding.
Integrity Advisory first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
Integrity Advisory's Avantis US Small Cap Value ETF position peaked at $783K in Q1 2022.
359 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.