SG
AVUV icon

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

Strid 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
2023
Q2 		– Sell
-4,244
Closed -$314K – 47
2023
Q1 		$314K Hold
4,244
– – 0.07% 39
2022
Q4 		$316K Buy
4,244
+907
+27% +$68.2K 0.08% 38
2022
Q3 		$221K Buy
+3,337
New +$243K 0.06% 40

Other funds holding AVUV

Creative Planning
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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
LPL Financial
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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strid Group's AVUV Position: Q2 2023 in Review

Strid Group sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2023, closing a stake of 4,244 shares — an estimated $314K sold.

Strid Group first reported a position in AVUV in Q3 2022 and held it in 3 quarters. The position peaked at $316K in Q4 2022. 420 funds tracked by Wall St. Rank hold AVUV as of Q2 2023.

  • Strid Group reported no remaining Avantis US Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Strid Group sold 4,244 Avantis US Small Cap Value ETF shares in Q2 2023, an estimated $314K.
  • Strid Group first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and held it in 3 quarters.
  • Strid Group's Avantis US Small Cap Value ETF position peaked at $316K in Q4 2022.
  • 420 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2023.

Based on Strid Group's 13F filing for Q2 2023, filed 25 Jul 2023.