Simplex Trading
AVUV icon

Simplex Trading’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Simplex Trading’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
2026
Q1 		– Sell
-303
Closed -$30.9K – 9121
2025
Q4 		$30.9K Buy
+303
New +$30.3K ﹤0.01% 6081
2025
Q1 		– Sell
-91
Closed -$8K – 8596
2024
Q4 		$8K Buy
+91
New +$9.04K ﹤0.01% 7303
2024
Q3 		– Sell
-1,351
Closed -$121K – 8552
2024
Q2 		$121K Buy
1,351
+423
+46% +$38.3K ﹤0.01% 5171
2024
Q1 		$86K Buy
+928
New +$82.1K ﹤0.01% 5737
2023
Q3 		– Sell
-21,287
Closed -$1.65M – 8733
2023
Q2 		$1.65M Buy
21,287
+554
+3% +$40.7K 0.07% 2136
2023
Q1 		$1.53M Buy
+20,733
New +$1.62M 0.07% 2174
2022
Q2 		– Sell
-268
Closed -$21K – 10024
2022
Q1 		$21K Sell
268
-430
-62% -$34.1K ﹤0.01% 8192
2021
Q4 		$55K Buy
+698
New +$55.6K ﹤0.01% 7126

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return