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ADG Wealth Management Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

ADG Wealth Management 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
2026
Q1 		$299K Buy
2,703
+293
+12% +$32.3K 0.21% 33
2025
Q4 		$246K Buy
+2,410
New +$241K 0.19% 34

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 $377B 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 $432B AUM 30.22% 1-Year Est. Return

ADG Wealth Management Group's AVUV Position: Q1 2026 in Review

ADG Wealth Management Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q1 2026, buying an estimated $32.3K and bringing the position to 2,703 shares worth $299K. The position accounts for 0.21% of the portfolio, ranked #33.

ADG Wealth Management Group first reported a position in AVUV in Q4 2025 and has held it in 2 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • ADG Wealth Management Group held 2,703 shares of Avantis US Small Cap Value ETF worth $299K as of Q1 2026.
  • ADG Wealth Management Group bought 293 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $32.3K.
  • Avantis US Small Cap Value ETF made up 0.21% of ADG Wealth Management Group's portfolio in Q1 2026, its #33 holding.
  • ADG Wealth Management Group first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.