TCWM
AVUV icon

Total Clarity Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Total Clarity Wealth Management’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 		$227K Sell
2,053
-210
-9% -$23.1K 0.05% 291
2025
Q4 		$231K Buy
+2,263
New +$226K 0.06% 267
2025
Q3 		– Sell
-2,625
Closed -$239K – 292
2025
Q2 		$239K Sell
2,625
-2,906
-53% -$250K 0.07% 243
2025
Q1 		$534K Hold
5,531
– – 0.17% 142
2024
Q4 		$534K Sell
5,531
-15,356
-74% -$1.53M 0.17% 143
2024
Q3 		$2M Buy
20,887
+1,550
+8% +$145K 0.65% 42
2024
Q2 		$1.73M Buy
19,337
+8,126
+72% +$736K 0.6% 47
2024
Q1 		$1.05M Buy
11,211
+8,816
+368% +$780K 0.37% 82
2023
Q4 		$215K Buy
+2,395
New +$192K 0.09% 217

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