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Peterson Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Peterson Financial Group’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 		$6.97K Buy
+73
New +$6.82K 0.03% 249
2024
Q2 		– Sell
-2,339
Closed -$219K – 34
2024
Q1 		$219K Sell
2,339
-68
-3% -$6.02K 1.43% 25
2023
Q4 		$216K Buy
+2,407
New +$193K 1.42% 28

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Financial Group's AVUV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2024: 73 shares worth $6.97K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in AVUV as recently as Q1 2024.

Peterson Financial Group first reported a position in AVUV in Q4 2023 and has held it in 3 quarters since. The position peaked at $219K in Q1 2024. 707 funds tracked by Wall St. Rank hold AVUV as of Q3 2024.

  • Peterson Financial Group held 73 shares of Avantis US Small Cap Value ETF worth $6.97K as of Q3 2024.
  • Avantis US Small Cap Value ETF was a new Peterson Financial Group position in Q3 2024.
  • Avantis US Small Cap Value ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #249 holding.
  • Peterson Financial Group first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 3 quarters since.
  • Peterson Financial Group's Avantis US Small Cap Value ETF position peaked at $219K in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.