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

LGT Financial 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
2025 Q4	–	Sell	-13	Closed	-$1.26K	–	269
2025 Q3	$1.26K	Hold	13	–	–	﹤0.01%	349
2025 Q2	$1.15K	Sell	13 -3	-19%	-$259	﹤0.01%	381
2025 Q1	$1.41K	Hold	16	–	–	﹤0.01%	267
2024 Q4	$1.56K	Hold	16	–	–	﹤0.01%	682
2024 Q3	$1.54K	Hold	16	–	–	﹤0.01%	666
2024 Q2	$1.44K	Hold	16	–	–	﹤0.01%	740
2024 Q1	$1.49K	Sell	16 -3	-16%	-$265	﹤0.01%	755
2023 Q4	$1.67K	Buy	19 +6	+46%	+$480	﹤0.01%	801
2023 Q3	$977	Buy	+13	New	+$1.04K	﹤0.01%	879

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LGT Financial Advisors's AVUV Position: Q4 2025 in Review

LGT Financial Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 13 shares — an estimated $1.26K sold.

LGT Financial Advisors first reported a position in AVUV in Q3 2023 and held it in 9 quarters. The position peaked at $1.67K in Q4 2023. 984 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

LGT Financial Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 13 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $1.26K.
LGT Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and held it in 9 quarters.
LGT Financial Advisors's Avantis US Small Cap Value ETF position peaked at $1.67K in Q4 2023.
984 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.