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Advisory Solutions Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Advisory Solutions 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
Q3 		$3.4M Buy
28,857
+25,738
+825% +$3.21M 0.72% 42
2026
Q2 		$389K Buy
+3,119
New +$372K 0.13% 133

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Advisory Solutions Group's AVUV Position: Q3 2026 in Review

Advisory Solutions Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 825% in Q3 2026, buying an estimated $3.21M and bringing the position to 28,857 shares worth $3.4M. The position accounts for 0.72% of the portfolio, ranked #42.

Advisory Solutions Group first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Advisory Solutions Group held 28,857 shares of Avantis US Small Cap Value ETF worth $3.4M as of Q3 2026.
  • Advisory Solutions Group bought 25,738 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $3.21M.
  • Avantis US Small Cap Value ETF made up 0.72% of Advisory Solutions Group's portfolio in Q3 2026, its #42 holding.
  • Advisory Solutions Group first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.