RPCA
AVUV icon

Running Point Capital Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Running Point Capital 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
2025
Q4 		$6.51M Sell
63,805
-13,630
-18% -$1.36M 1.77% 14
2025
Q3 		$7.71M Buy
77,435
+1,142
+1% +$110K 2.06% 11
2025
Q2 		$6.95M Buy
76,293
+24,608
+48% +$2.12M 1.92% 11
2025
Q1 		$4.51M Sell
51,685
-2,335
-4% -$219K 1.43% 19
2024
Q4 		$5.21M Buy
54,020
+8,845
+20% +$879K 1.79% 17
2024
Q3 		$4.33M Buy
45,175
+538
+1% +$50.3K 1.68% 20
2024
Q2 		$4M Buy
44,637
+4,926
+12% +$446K 1.66% 18
2024
Q1 		$3.72M Buy
39,711
+5,935
+18% +$525K 1.67% 19
2023
Q4 		$3.03M Buy
+33,776
New +$2.7M 1.48% 19

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return