Mills Wealth Advisors’s Miller Value Partners Appreciation ETF MVPA Stock Holding History

Mills Wealth Advisors’s Portfolio MVPA Stock Details MVPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,700	Closed	-$222K	–	85
2025 Q4	$222K	Sell	6,700 -7,111	-51%	-$238K	0.09%	68
2025 Q3	$479K	Sell	13,811 -5,944	-30%	-$206K	0.19%	46
2025 Q2	$682K	Sell	19,755 -4,064	-17%	-$130K	0.31%	39
2025 Q1	$746K	Buy	23,819 +10,349	+77%	+$353K	0.4%	37
2024 Q4	$463K	Buy	13,470 +4,434	+49%	+$154K	0.26%	37
2024 Q3	$294K	Buy	+9,036	New	+$282K	0.2%	42

Other funds holding MVPA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Mills Wealth Advisors's MVPA Position: Q1 2026 in Review

Mills Wealth Advisors sold out of Miller Value Partners Appreciation ETF (MVPA) in Q1 2026, closing a stake of 6,700 shares — an estimated $222K sold.

Mills Wealth Advisors first reported a position in MVPA in Q3 2024 and held it in 6 quarters. The position peaked at $746K in Q1 2025. 6 funds tracked by Wall St. Rank hold MVPA as of Q1 2026.

Mills Wealth Advisors reported no remaining Miller Value Partners Appreciation ETF position as of Q1 2026 after selling out during the quarter.
Mills Wealth Advisors sold 6,700 Miller Value Partners Appreciation ETF shares in Q1 2026, an estimated $222K.
Mills Wealth Advisors first reported a position in Miller Value Partners Appreciation ETF in Q3 2024 and held it in 6 quarters.
Mills Wealth Advisors's Miller Value Partners Appreciation ETF position peaked at $746K in Q1 2025.
6 funds tracked by Wall St. Rank held Miller Value Partners Appreciation ETF as of Q1 2026.

Based on Mills Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.