Keystone Financial Group (Kentucky)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Keystone Financial Group (Kentucky)’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
2026 Q1	$408K	Buy	3,693 +2	+0.1%	+$220	0.03%	335
2025 Q4	$376K	Buy	3,691 +3	+0.1%	+$300	0.03%	303
2025 Q3	$367K	Sell	3,688 -12	-0.3%	-$1.16K	0.03%	286
2025 Q2	$337K	Sell	3,700 -311	-8%	-$26.8K	0.03%	297
2025 Q1	$350K	Sell	4,011 -910	-18%	-$85.5K	0.04%	264
2024 Q4	$475K	Sell	4,921 -43	-0.9%	-$4.27K	0.05%	219
2024 Q3	$476K	Buy	+4,964	New	+$464K	0.06%	199
2024 Q2	–	Sell	-3,086	Closed	-$289K	–	174
2024 Q1	$289K	Buy	3,086 +465	+18%	+$41.1K	0.04%	260
2023 Q4	$235K	Buy	+2,621	New	+$210K	0.04%	252

Other funds holding AVUV

Creative Planning

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

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

Bank of America

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return