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B. Riley Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

B. Riley 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 		– Sell
-16,600
Closed -$1.69M – 911
2025
Q4 		$1.69M Buy
16,600
+957
+6% +$95.7K 0.08% 235
2025
Q3 		$1.56M Buy
15,643
+444
+3% +$43K 0.07% 253
2025
Q2 		$1.38M Sell
15,199
-1,670
-10% -$144K 0.07% 275
2025
Q1 		$1.47M Buy
16,869
+7,524
+81% +$707K 0.04% 383
2024
Q4 		$902K Sell
9,345
-4,754
-34% -$472K 0.03% 484
2024
Q3 		$1.34M Buy
+14,099
New +$1.32M 0.04% 424

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B. Riley Wealth Advisors's AVUV Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 16,600 shares — an estimated $1.69M sold.

B. Riley Wealth Advisors first reported a position in AVUV in Q3 2024 and held it in 6 quarters. The position peaked at $1.69M in Q4 2025. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,600 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.69M.
  • B. Riley Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $1.69M in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.