Patriot Financial Group Insurance Agency’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-188	Closed	-$13K	–	521
2022 Q2	$13K	Buy	188 +83	+79%	+$6.28K	﹤0.01%	1148
2022 Q1	$8K	Sell	105 -351	-77%	-$27.8K	﹤0.01%	1428
2021 Q4	$36K	Buy	+456	New	+$36.3K	0.01%	992

Other funds holding AVUV

MWM

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

MIAS

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WFA

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AVUV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2022, closing a stake of 188 shares — an estimated $13K sold.

Patriot Financial Group Insurance Agency first reported a position in AVUV in Q4 2021 and held it in 3 quarters. The position peaked at $36K in Q4 2021. 278 funds tracked by Wall St. Rank hold AVUV as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Avantis US Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 188 Avantis US Small Cap Value ETF shares in Q3 2022, an estimated $13K.
Patriot Financial Group Insurance Agency first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Avantis US Small Cap Value ETF position peaked at $36K in Q4 2021.
278 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.