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Brown, Lisle/Cummings’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Brown, Lisle/Cummings’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 		$67.3K Hold
609
– – 0.02% 318
2025
Q4 		$62.1K Hold
609
– – 0.02% 320
2025
Q3 		$60.6K Hold
609
– – 0.02% 322
2025
Q2 		$55.5K Hold
609
– – 0.01% 325
2025
Q1 		$53.1K Hold
609
– – 0.02% 324
2024
Q4 		$58.8K Hold
609
– – 0.02% 313
2024
Q3 		$58.4K Buy
+609
New +$56.9K 0.02% 302

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

Brown, Lisle/Cummings's AVUV Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2026 at 609 shares worth $67.3K. The position accounts for 0.02% of the portfolio, ranked #318.

Brown, Lisle/Cummings first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Brown, Lisle/Cummings held 609 shares of Avantis US Small Cap Value ETF worth $67.3K as of Q1 2026.
  • Brown, Lisle/Cummings left its Avantis US Small Cap Value ETF share count unchanged in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #318 holding.
  • Brown, Lisle/Cummings first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.