AWM
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Absher Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Absher 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
2025
Q4 		– Sell
-2,010
Closed -$200K – 75
2025
Q3 		$200K Buy
+2,010
New +$194K 0.02% 80

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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 $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Absher Wealth Management's AVUV Position: Q4 2025 in Review

Absher Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 2,010 shares — an estimated $200K sold.

Absher Wealth Management first reported a position in AVUV in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • Absher Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Absher Wealth Management sold 2,010 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $200K.
  • Absher Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Absher Wealth Management's Avantis US Small Cap Value ETF position peaked at $200K in Q3 2025.
  • 985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Absher Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.