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

AllGen Financial Advisors’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	$6.19M	Buy	+56,015	New	+$6.17M	1.47%	17

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

AllGen Financial Advisors's AVUV Position: Q1 2026 in Review

AllGen Financial Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 56,015 shares worth $6.19M. The stake represents 1.47% of the portfolio and ranks #17 among its holdings.

1,052 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

AllGen Financial Advisors held 56,015 shares of Avantis US Small Cap Value ETF worth $6.19M as of Q1 2026.
Avantis US Small Cap Value ETF was a new AllGen Financial Advisors position in Q1 2026.
Avantis US Small Cap Value ETF made up 1.47% of AllGen Financial Advisors's portfolio in Q1 2026, its #17 holding.
1,052 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.