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

Janiczek 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
2024 Q2	$2.87K	Hold	32	–	–	﹤0.01%	810
2024 Q1	$3K	Buy	32 +10	+45%	+$885	﹤0.01%	824
2023 Q4	$1.98K	Buy	22 +3	+16%	+$240	﹤0.01%	857
2023 Q3	$1.48K	Sell	19 -2	-10%	-$161	﹤0.01%	868
2023 Q2	$1.63K	Buy	21 +1	+5%	+$74	﹤0.01%	790
2023 Q1	$1.48K	Buy	20 +4	+25%	+$313	﹤0.01%	799
2022 Q4	$1.27K	Sell	16 -6,438	-100%	-$484K	﹤0.01%	833
2022 Q3	$449K	Hold	6,454	–	–	0.15%	46
2022 Q2	$489K	Buy	+6,454	New	+$489K	0.15%	49

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Janiczek Wealth Management's AVUV Position: Q2 2024 in Review

Janiczek Wealth Management held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2024 at 32 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Janiczek Wealth Management first reported a position in AVUV in Q2 2022 and has held it in 9 quarters since. The position peaked at $489K in Q2 2022. 649 funds tracked by Wall St. Rank hold AVUV as of Q2 2024.

Janiczek Wealth Management held 32 shares of Avantis US Small Cap Value ETF worth $2.87K as of Q2 2024.
Janiczek Wealth Management left its Avantis US Small Cap Value ETF share count unchanged in Q2 2024.
Avantis US Small Cap Value ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #810 holding.
Janiczek Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 9 quarters since.
Janiczek Wealth Management's Avantis US Small Cap Value ETF position peaked at $489K in Q2 2022.
649 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.