KAS
AVUV icon

KPP Advisory Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

KPP Advisory Services’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 		$8.45M Sell
76,462
-3,105
-4% -$342K 1.23% 20
2025
Q4 		$8.11M Buy
79,567
+6,684
+9% +$669K 1.18% 17
2025
Q3 		$7.25M Sell
72,883
-12,035
-14% -$1.16M 1.08% 17
2025
Q2 		$7.74M Buy
84,918
+3,014
+4% +$260K 1.28% 16
2025
Q1 		$7.14M Buy
81,904
+20,230
+33% +$1.9M 1.36% 17
2024
Q4 		$5.95M Buy
61,674
+10,799
+21% +$1.07M 1.4% 18
2024
Q3 		$4.88M Sell
50,875
-1,239
-2% -$116K 1.17% 21
2024
Q2 		$4.68M Buy
52,114
+5,887
+13% +$533K 1.24% 20
2024
Q1 		$4.33M Buy
+46,227
New +$4.09M 1.19% 22
2023
Q4 		– Sell
-18,823
Closed -$1.47M – 129
2023
Q3 		$1.47M Buy
+18,823
New +$1.51M 0.48% 52

Other funds holding AVUV

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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return