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Octavia Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Octavia Wealth 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
2024
Q1 		– Sell
-7,579
Closed -$681K – 221
2023
Q4 		$681K Buy
+7,579
New +$606K 0.12% 93

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Octavia Wealth Advisors's AVUV Position: Q1 2024 in Review

Octavia Wealth Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2024, closing a stake of 7,579 shares — an estimated $681K sold.

Octavia Wealth Advisors first reported a position in AVUV in Q4 2023 and held it in 1 quarter. The position peaked at $681K in Q4 2023. 632 funds tracked by Wall St. Rank hold AVUV as of Q1 2024.

  • Octavia Wealth Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 7,579 Avantis US Small Cap Value ETF shares in Q1 2024, an estimated $681K.
  • Octavia Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Octavia Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $681K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2024.

Based on Octavia Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.