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

Triad Financial 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
Q1 		– Sell
-7,150
Closed -$533K – 100
2022
Q4 		$533K Buy
7,150
+553
+8% +$41.6K 0.24% 46
2022
Q3 		$436K Hold
6,597
– – 0.24% 49
2022
Q2 		$451K Hold
6,597
– – 0.25% 47
2022
Q1 		$527K Hold
6,597
– – 0.28% 46
2021
Q4 		$526K Buy
+6,597
New +$525K 0.31% 49

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Triad Financial Advisors's AVUV Position: Q1 2023 in Review

Triad Financial Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2023, closing a stake of 7,150 shares — an estimated $533K sold.

Triad Financial Advisors first reported a position in AVUV in Q4 2021 and held it in 5 quarters. The position peaked at $533K in Q4 2022. 406 funds tracked by Wall St. Rank hold AVUV as of Q1 2023.

  • Triad Financial Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 7,150 Avantis US Small Cap Value ETF shares in Q1 2023, an estimated $533K.
  • Triad Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and held it in 5 quarters.
  • Triad Financial Advisors's Avantis US Small Cap Value ETF position peaked at $533K in Q4 2022.
  • 406 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.