Miller Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Miller Investment Management’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
2024 Q3	–	Sell	-2,519	Closed	-$226K	–	105
2024 Q2	$226K	Hold	2,519	–	–	0.03%	100
2024 Q1	$236K	Hold	2,519	–	–	0.03%	101
2023 Q4	$226K	Buy	+2,519	New	+$202K	0.03%	97
2023 Q2	–	Sell	-12,687	Closed	-$940K	–	97
2023 Q1	$940K	Hold	12,687	–	–	0.16%	59
2022 Q4	$945K	Buy	12,687 +2,133	+20%	+$160K	0.16%	57
2022 Q3	$698K	Buy	+10,554	New	+$770K	0.15%	56

Other funds holding AVUV

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

MIAS

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Miller Investment Management's AVUV Position: Q3 2024 in Review

Miller Investment Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2024, closing a stake of 2,519 shares — an estimated $226K sold.

Miller Investment Management first reported a position in AVUV in Q3 2022 and held it in 6 quarters. The position peaked at $945K in Q4 2022. 707 funds tracked by Wall St. Rank hold AVUV as of Q3 2024.

Miller Investment Management reported no remaining Avantis US Small Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Miller Investment Management sold 2,519 Avantis US Small Cap Value ETF shares in Q3 2024, an estimated $226K.
Miller Investment Management first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and held it in 6 quarters.
Miller Investment Management's Avantis US Small Cap Value ETF position peaked at $945K in Q4 2022.
707 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2024.

Based on Miller Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.