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L & S Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

L & S Advisors’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
2023
Q2 		– Sell
-7,311
Closed -$541K – 306
2023
Q1 		$541K Buy
+7,311
New +$573K 0.08% 201

Other funds holding AVUV

Creative Planning
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

L & S Advisors's AVUV Position: Q2 2023 in Review

L & S Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2023, closing a stake of 7,311 shares — an estimated $541K sold.

L & S Advisors first reported a position in AVUV in Q1 2023 and held it in 1 quarter. The position peaked at $541K in Q1 2023. 420 funds tracked by Wall St. Rank hold AVUV as of Q2 2023.

  • L & S Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • L & S Advisors sold 7,311 Avantis US Small Cap Value ETF shares in Q2 2023, an estimated $541K.
  • L & S Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and held it in 1 quarter.
  • L & S Advisors's Avantis US Small Cap Value ETF position peaked at $541K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2023.

Based on L & S Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.