AFP
AVUV icon

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

Ausdal Financial Partners’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 		$2.4M Sell
21,722
-8
-0% -$881 0.11% 198
2025
Q4 		$2.22M Sell
21,730
-391
-2% -$39.1K 0.1% 208
2025
Q3 		$2.2M Buy
22,121
+1,524
+7% +$147K 0.11% 200
2025
Q2 		$1.88M Sell
20,597
-1,351
-6% -$116K 0.13% 168
2025
Q1 		$1.91M Buy
21,948
+2,146
+11% +$202K 0.14% 150
2024
Q4 		$1.91M Buy
19,802
+378
+2% +$37.6K 0.17% 132
2024
Q3 		$1.86M Buy
19,424
+142
+0.7% +$13.3K 0.19% 113
2024
Q2 		$1.73M Buy
19,282
+1,199
+7% +$109K 0.18% 117
2024
Q1 		$1.69M Buy
18,083
+3,598
+25% +$318K 0.2% 115
2023
Q4 		$1.3M Buy
14,485
+10,083
+229% +$807K 0.16% 135
2023
Q3 		$343K Buy
+4,402
New +$354K 0.05% 310

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

Ausdal Financial Partners's AVUV Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.04% in Q1 2026, selling an estimated $881 and leaving 21,722 shares worth $2.4M. The position accounts for 0.11% of the portfolio, ranked #198.

Ausdal Financial Partners first reported a position in AVUV in Q3 2023 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Ausdal Financial Partners held 21,722 shares of Avantis US Small Cap Value ETF worth $2.4M as of Q1 2026.
  • Ausdal Financial Partners sold 8 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $881.
  • Avantis US Small Cap Value ETF made up 0.11% of Ausdal Financial Partners's portfolio in Q1 2026, its #198 holding.
  • Ausdal Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.