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Moneta Group Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Moneta Group Investment Advisors’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 		$621K Buy
5,625
+2,854
+103% +$314K ﹤0.01% 449
2025
Q4 		$283K Buy
+2,771
New +$277K ﹤0.01% 650
2025
Q3 		– Sell
-2,223
Closed -$203K – 794
2025
Q2 		$203K Sell
2,223
-4,832
-68% -$416K ﹤0.01% 673
2025
Q1 		$615K Buy
7,055
+212
+3% +$19.9K 0.01% 370
2024
Q4 		$661K Buy
6,843
+2,564
+60% +$255K 0.01% 344
2024
Q3 		$411K Sell
4,279
-136
-3% -$12.7K 0.01% 448
2024
Q2 		$396K Buy
4,415
+1,170
+36% +$106K 0.01% 431
2024
Q1 		$304K Buy
3,245
+170
+6% +$15K 0.01% 485
2023
Q4 		$276K Buy
+3,075
New +$246K 0.01% 463

Other funds holding AVUV

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