LexAurum Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

LexAurum 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
2026 Q2	$6.24M	Buy	50,017 +8,304	+20%	+$991K	0.72%	37
2026 Q1	$4.61M	Buy	+41,713	New	+$4.59M	0.6%	39
2025 Q3	$4M	Sell	40,237 -14,265	-26%	-$1.38M	0.57%	40
2025 Q2	$4.97M	Buy	54,502 +3,512	+7%	+$303K	0.78%	31
2025 Q1	$4.44M	Sell	50,990 -1,814	-3%	-$170K	0.85%	30
2024 Q4	$5.1M	Buy	52,804 +2,832	+6%	+$281K	1.01%	27
2024 Q3	$4.79M	Buy	49,972 +2,058	+4%	+$192K	1.05%	25
2024 Q2	$4.3M	Buy	47,914 +4,713	+11%	+$427K	1.05%	26
2024 Q1	$4.05M	Buy	43,201 +4,468	+12%	+$395K	1.02%	26
2023 Q4	$3.48M	Buy	38,733 +3,598	+10%	+$288K	0.91%	27
2023 Q3	$2.74M	Buy	35,135 +6,860	+24%	+$551K	0.8%	29
2023 Q2	$2.19M	Buy	28,275 +1,510	+6%	+$111K	0.66%	33
2023 Q1	$1.98M	Buy	26,765 +4,527	+20%	+$355K	0.66%	32
2022 Q4	$1.66M	Buy	22,238 +8,749	+65%	+$658K	0.59%	36
2022 Q3	$892K	Buy	13,489 +2,912	+28%	+$212K	0.34%	60
2022 Q2	$723K	Buy	+10,577	New	+$801K	0.27%	80

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return