MIAN
AVUV icon

Mariner Independent Advisor Network’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$5.8M Buy
87,635
+3,026
+4% +$221K 0.25% 99
2022
Q2 		$5.85M Buy
84,609
+9,261
+12% +$701K 0.25% 99
2022
Q1 		$6.04M Buy
75,348
+13,185
+21% +$1.04M 0.23% 108
2021
Q4 		$5.02M Buy
+62,163
New +$4.95M 0.24% 103

Other funds holding AVUV

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Mariner Independent Advisor Network's AVUV Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.6% in Q3 2022, buying an estimated $221K and bringing the position to 87,635 shares worth $5.8M. The position accounts for 0.25% of the portfolio, ranked #99.

Mariner Independent Advisor Network first reported a position in AVUV in Q4 2021 and has held it in 4 quarters since. The position peaked at $6.04M in Q1 2022. 278 funds tracked by Wall St. Rank hold AVUV as of Q3 2022.

  • Mariner Independent Advisor Network held 87,635 shares of Avantis US Small Cap Value ETF worth $5.8M as of Q3 2022.
  • Mariner Independent Advisor Network bought 3,026 Avantis US Small Cap Value ETF shares in Q3 2022, an estimated $221K.
  • Avantis US Small Cap Value ETF made up 0.25% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #99 holding.
  • Mariner Independent Advisor Network first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 4 quarters since.
  • Mariner Independent Advisor Network's Avantis US Small Cap Value ETF position peaked at $6.04M in Q1 2022.
  • 278 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.