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

RiverTree 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
2023 Q2	–	Sell	-105,982	Closed	-$7.85M	–	28
2023 Q1	$7.85M	Buy	105,982 +7,375	+7%	+$578K	5.65%	9
2022 Q4	$7.35M	Buy	98,607 +68,077	+223%	+$5.12M	6.03%	9
2022 Q3	$2.02M	Buy	30,530 +3,454	+13%	+$252K	1.65%	21
2022 Q2	$1.85M	Buy	27,076 +594	+2%	+$45K	1.44%	21
2022 Q1	$2.12M	Buy	+26,482	New	+$2.1M	1.42%	21

Other funds holding AVUV

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

MIAS

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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

AAS

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RiverTree Advisors's AVUV Position: Q2 2023 in Review

RiverTree Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2023, closing a stake of 105,982 shares — an estimated $7.85M sold.

RiverTree Advisors first reported a position in AVUV in Q1 2022 and held it in 5 quarters. The position peaked at $7.85M in Q1 2023. 420 funds tracked by Wall St. Rank hold AVUV as of Q2 2023.

RiverTree Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
RiverTree Advisors sold 105,982 Avantis US Small Cap Value ETF shares in Q2 2023, an estimated $7.85M.
RiverTree Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and held it in 5 quarters.
RiverTree Advisors's Avantis US Small Cap Value ETF position peaked at $7.85M in Q1 2023.
420 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2023.

Based on RiverTree Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.