MG
AVUV icon

Michael Gelband’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Michael Gelband’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
2021
Q3 		– Sell
-3,160
Closed -$240K – 2103
2021
Q2 		$240K Buy
+3,160
New +$239K ﹤0.01% 1880

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Michael Gelband's AVUV Position: Q3 2021 in Review

Michael Gelband sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2021, closing a stake of 3,160 shares — an estimated $240K sold.

Michael Gelband first reported a position in AVUV in Q2 2021 and held it in 1 quarter. The position peaked at $240K in Q2 2021. 134 funds tracked by Wall St. Rank hold AVUV as of Q3 2021.

  • Michael Gelband reported no remaining Avantis US Small Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Michael Gelband sold 3,160 Avantis US Small Cap Value ETF shares in Q3 2021, an estimated $240K.
  • Michael Gelband first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and held it in 1 quarter.
  • Michael Gelband's Avantis US Small Cap Value ETF position peaked at $240K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2021.

Based on ExodusPoint Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.