JWM
AVUV icon

Jackson Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Jackson Wealth Management’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
2023
Q1 		– Sell
-77,376
Closed -$5.77M – 136
2022
Q4 		$5.77M Buy
+77,376
New +$5.82M 2.12% 10

Other funds holding AVUV

Creative Planning
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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Wealth Management's AVUV Position: Q1 2023 in Review

Jackson Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2023, closing a stake of 77,376 shares — an estimated $5.77M sold.

Jackson Wealth Management first reported a position in AVUV in Q4 2022 and held it in 1 quarter. The position peaked at $5.77M in Q4 2022. 406 funds tracked by Wall St. Rank hold AVUV as of Q1 2023.

  • Jackson Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 77,376 Avantis US Small Cap Value ETF shares in Q1 2023, an estimated $5.77M.
  • Jackson Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Jackson Wealth Management's Avantis US Small Cap Value ETF position peaked at $5.77M in Q4 2022.
  • 406 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2023.

Based on Jackson Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.