Bridge Generations Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bridge Generations Wealth Management’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	-11	Closed	-$1.12K	–	43
2025 Q4	$1.12K	Hold	11	–	–	﹤0.01%	88
2025 Q3	$1.09K	Hold	11	–	–	﹤0.01%	95
2025 Q2	$1K	Hold	11	–	–	﹤0.01%	87
2025 Q1	$959	Hold	11	–	–	﹤0.01%	110
2024 Q4	$1.06K	Buy	+11	New	+$1.09K	﹤0.01%	71

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridge Generations Wealth Management's AVUV Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 11 shares — an estimated $1.12K sold.

Bridge Generations Wealth Management first reported a position in AVUV in Q4 2024 and held it in 5 quarters. The position peaked at $1.12K in Q4 2025. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Bridge Generations Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 11 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.12K.
Bridge Generations Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's Avantis US Small Cap Value ETF position peaked at $1.12K in Q4 2025.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.