Advisor Resource Council’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Advisor Resource Council’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	$1.57M	Buy	14,229 +492	+4%	+$54.2K	0.51%	29
2025 Q4	$1.52M	Buy	+13,737	New	+$1.37M	0.54%	33
2024 Q2	–	Sell	-9,429	Closed	-$847K	–	83
2024 Q1	$847K	Sell	9,429 -24,100	-72%	-$2.13M	0.36%	67
2023 Q4	$3.01M	Buy	33,529 +27,499	+456%	+$2.2M	0.35%	74
2023 Q3	$470K	Buy	6,030 +33	+0.6%	+$2.65K	0.24%	75
2023 Q2	$465K	Buy	5,997 +1,399	+30%	+$103K	0.21%	85
2023 Q1	$340K	Buy	+4,598	New	+$360K	0.09%	192

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Resource Council's AVUV Position: Q1 2026 in Review

Advisor Resource Council increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.6% in Q1 2026, buying an estimated $54.2K and bringing the position to 14,229 shares worth $1.57M. The position accounts for 0.51% of the portfolio, ranked #29.

Advisor Resource Council first reported a position in AVUV in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.01M in Q4 2023. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Advisor Resource Council held 14,229 shares of Avantis US Small Cap Value ETF worth $1.57M as of Q1 2026.
Advisor Resource Council bought 492 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $54.2K.
Avantis US Small Cap Value ETF made up 0.51% of Advisor Resource Council's portfolio in Q1 2026, its #29 holding.
Advisor Resource Council first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
Advisor Resource Council's Avantis US Small Cap Value ETF position peaked at $3.01M in Q4 2023.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.