LAS
AVUV icon

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

Lloyd 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 		$2.67K Buy
+24
New +$2.64K ﹤0.01% 632
2022
Q2 		– Sell
-1,307
Closed -$104K – 112
2022
Q1 		$104K Sell
1,307
-191
-13% -$15.1K 0.05% 160
2021
Q4 		$119K Buy
1,498
+79
+6% +$6.29K 0.05% 128
2021
Q3 		$107K Buy
1,419
+149
+12% +$11K 0.06% 125
2021
Q2 		$97K Buy
1,270
+377
+42% +$28.5K 0.05% 120
2021
Q1 		$64K Sell
893
-184
-17% -$12.3K 0.03% 125
2020
Q4 		$61K Buy
1,077
+110
+11% +$5.63K 0.03% 102
2020
Q3 		$41K Sell
967
-185
-16% -$7.99K 0.02% 109
2020
Q2 		$47K Buy
1,152
+236
+26% +$8.77K 0.03% 104
2020
Q1 		$29K Buy
+916
New +$41.4K 0.02% 124

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