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Benjamin Edwards Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Benjamin Edwards Inc’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 		$1.73M Sell
15,632
-1,003
-6% -$110K 0.02% 580
2025
Q4 		$1.7M Buy
16,635
+70
+0.4% +$7K 0.02% 559
2025
Q3 		$1.65M Sell
16,565
-845
-5% -$81.7K 0.02% 537
2025
Q2 		$1.59M Buy
17,410
+515
+3% +$44.4K 0.02% 502
2025
Q1 		$1.47M Buy
16,895
+5,204
+45% +$489K 0.02% 491
2024
Q4 		$1.13M Buy
11,691
+4,956
+74% +$492K 0.02% 573
2024
Q3 		$646K Buy
+6,735
New +$630K 0.01% 719

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

Benjamin Edwards Inc's AVUV Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Avantis US Small Cap Value ETF (AVUV) stake by 6% in Q1 2026, selling an estimated $110K and leaving 15,632 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #580.

Benjamin Edwards Inc 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.

  • Benjamin Edwards Inc held 15,632 shares of Avantis US Small Cap Value ETF worth $1.73M as of Q1 2026.
  • Benjamin Edwards Inc sold 1,003 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $110K.
  • Avantis US Small Cap Value ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q1 2026, its #580 holding.
  • Benjamin Edwards Inc 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 Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.