KWM
AVUV icon

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

Kolinsky 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
Q4 		$450K Sell
4,660
-13,526
-74% -$1.34M 0.27% 78
2024
Q3 		$1.74M Sell
18,186
-8
-0% -$748 1.13% 13
2024
Q2 		$1.63M Sell
18,194
-733
-4% -$66.4K 1.17% 12
2024
Q1 		$1.77M Sell
18,927
-5,714
-23% -$506K 1.36% 10
2023
Q4 		$2.21M Buy
24,641
+744
+3% +$59.5K 1.95% 8
2023
Q3 		$1.86M Sell
23,897
-820
-3% -$65.9K 1.85% 7
2023
Q2 		$1.92M Buy
24,717
+1,448
+6% +$106K 1.82% 7
2023
Q1 		$1.72M Buy
23,269
+1,783
+8% +$140K 1.83% 7
2022
Q4 		$1.6M Buy
21,486
+866
+4% +$65.1K 1.83% 8
2022
Q3 		$1.36M Buy
20,620
+3,954
+24% +$288K 1.71% 8
2022
Q2 		$1.14M Buy
+16,666
New +$1.26M 1.35% 10

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Morgan Stanley
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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 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 Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return