UR
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USCA RIA’s Avantis US Small Cap Value ETF AVUV Stock Holding History

USCA RIA’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
2021
Q2 		$228K Buy
+3,000
New +$227K 0.01% 522

Other funds holding AVUV

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

USCA RIA's AVUV Position: Q2 2021 in Review

USCA RIA opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2021: 3,000 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings.

112 funds tracked by Wall St. Rank hold AVUV as of Q2 2021.

  • USCA RIA held 3,000 shares of Avantis US Small Cap Value ETF worth $228K as of Q2 2021.
  • Avantis US Small Cap Value ETF was a new USCA RIA position in Q2 2021.
  • Avantis US Small Cap Value ETF made up 0.01% of USCA RIA's portfolio in Q2 2021, its #522 holding.
  • 112 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.