AF
AVUV icon

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

Advisornet Financial’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 		$108K Buy
975
+868
+811% +$95.6K 0.01% 797
2025
Q4 		$10.9K Hold
107
– – ﹤0.01% 1514
2025
Q3 		$10.7K Hold
107
– – ﹤0.01% 1497
2025
Q2 		$9.75K Hold
107
– – ﹤0.01% 1492
2025
Q1 		$9.33K Buy
107
+97
+970% +$9.11K ﹤0.01% 1439
2024
Q4 		$965 Sell
10
-50
-83% -$4.97K ﹤0.01% 1692
2024
Q3 		$5.76K Hold
60
– – ﹤0.01% 1552
2024
Q2 		$5.38K Hold
60
– – ﹤0.01% 1453
2024
Q1 		$5.62K Sell
60
-346
-85% -$30.6K ﹤0.01% 1414
2023
Q4 		$36.5K Buy
406
+346
+577% +$27.7K ﹤0.01% 906
2023
Q3 		$4.68K Hold
60
– – ﹤0.01% 1436
2023
Q2 		$4.66K Hold
60
– – ﹤0.01% 1523
2023
Q1 		$4.44K Buy
+60
New +$4.7K ﹤0.01% 1525
2022
Q3 		– Sell
-506
Closed -$35K – 1864
2022
Q2 		$35K Buy
+506
New +$38.3K ﹤0.01% 976

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

Advisornet Financial's AVUV Position: Q1 2026 in Review

Advisornet Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 811% in Q1 2026, buying an estimated $95.6K and bringing the position to 975 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #797.

Advisornet Financial first reported a position in AVUV in Q2 2022 and has held it in 14 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Advisornet Financial held 975 shares of Avantis US Small Cap Value ETF worth $108K as of Q1 2026.
  • Advisornet Financial bought 868 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $95.6K.
  • Avantis US Small Cap Value ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #797 holding.
  • Advisornet Financial first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.