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Autumn Glory Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Autumn Glory 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 		$557K Hold
5,046
– – 0.2% 112
2025
Q4 		$515K Hold
5,046
– – 0.18% 124
2025
Q3 		$502K Hold
5,046
– – 0.21% 117
2025
Q2 		$460K Hold
5,046
– – 0.22% 119
2025
Q1 		$440K Buy
+5,046
New +$474K 0.22% 115

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

Autumn Glory Partners's AVUV Position: Q1 2026 in Review

Autumn Glory Partners held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2026 at 5,046 shares worth $557K. The position accounts for 0.2% of the portfolio, ranked #112.

Autumn Glory Partners first reported a position in AVUV in Q1 2025 and has held it in 5 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Autumn Glory Partners held 5,046 shares of Avantis US Small Cap Value ETF worth $557K as of Q1 2026.
  • Autumn Glory Partners left its Avantis US Small Cap Value ETF share count unchanged in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.2% of Autumn Glory Partners's portfolio in Q1 2026, its #112 holding.
  • Autumn Glory Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.