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

Lion Street 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
Q3 		– Sell
-6,941
Closed -$632K – 241
2025
Q2 		$632K Buy
6,941
+453
+7% +$39K 0.19% 118
2025
Q1 		$566K Buy
6,488
+134
+2% +$12.6K 0.18% 118
2024
Q4 		$613K Buy
6,354
+152
+2% +$15.1K 0.2% 111
2024
Q3 		$595K Buy
6,202
+1,799
+41% +$168K 0.21% 111
2024
Q2 		$395K Buy
4,403
+1,148
+35% +$104K 0.15% 149
2024
Q1 		$292K Hold
3,255
– – 0.12% 181
2023
Q4 		$292K Buy
+3,255
New +$260K 0.12% 181

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Lion Street Advisors's AVUV Position: Q3 2025 in Review

Lion Street Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2025, closing a stake of 6,941 shares — an estimated $632K sold.

Lion Street Advisors first reported a position in AVUV in Q4 2023 and held it in 7 quarters. The position peaked at $632K in Q2 2025. 880 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Lion Street Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 6,941 Avantis US Small Cap Value ETF shares in Q3 2025, an estimated $632K.
  • Lion Street Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and held it in 7 quarters.
  • Lion Street Advisors's Avantis US Small Cap Value ETF position peaked at $632K in Q2 2025.
  • 880 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.