AWA
AVUV icon

Arkadios Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Arkadios Wealth 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 		$1.67M Buy
15,103
+4,326
+40% +$476K 0.03% 584
2025
Q4 		$1.1M Sell
10,777
-163
-1% -$16.3K 0.02% 659
2025
Q3 		$1.09M Sell
10,940
-225
-2% -$21.8K 0.03% 607
2025
Q2 		$1.02M Buy
11,165
+1,222
+12% +$105K 0.03% 565
2025
Q1 		$867K Buy
9,943
+842
+9% +$79.1K 0.03% 509
2024
Q4 		$879K Buy
9,101
+12
+0.1% +$1.19K 0.05% 362
2024
Q3 		$872K Buy
+9,089
New +$850K 0.05% 356

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

Arkadios Wealth Advisors's AVUV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 40% in Q1 2026, buying an estimated $476K and bringing the position to 15,103 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #584.

Arkadios Wealth Advisors first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Arkadios Wealth Advisors held 15,103 shares of Avantis US Small Cap Value ETF worth $1.67M as of Q1 2026.
  • Arkadios Wealth Advisors bought 4,326 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $476K.
  • Avantis US Small Cap Value ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #584 holding.
  • Arkadios Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.