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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kolinsky Wealth Management's AVUV Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 74% in Q4 2024, selling an estimated $1.34M and leaving 4,660 shares worth $450K. The position accounts for 0.27% of the portfolio, ranked #78.

Kolinsky Wealth Management first reported a position in AVUV in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.21M in Q4 2023. 804 funds tracked by Wall St. Rank hold AVUV as of Q4 2024.

Kolinsky Wealth Management held 4,660 shares of Avantis US Small Cap Value ETF worth $450K as of Q4 2024.
Kolinsky Wealth Management sold 13,526 Avantis US Small Cap Value ETF shares in Q4 2024, an estimated $1.34M.
Avantis US Small Cap Value ETF made up 0.27% of Kolinsky Wealth Management's portfolio in Q4 2024, its #78 holding.
Kolinsky Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 11 quarters since.
Kolinsky Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.21M in Q4 2023.
804 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.