Capasso Planning Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Capasso Planning 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	$713K	Sell	6,455 -51	-0.8%	-$5.62K	0.38%	34
2025 Q4	$663K	Buy	6,506 +182	+3%	+$18.2K	0.36%	36
2025 Q3	$629K	Buy	+6,324	New	+$612K	0.39%	36
2024 Q2	–	Sell	-5,159	Closed	-$483K	–	144
2024 Q1	$483K	Sell	5,159 -2,120	-29%	-$188K	0.2%	64
2023 Q4	$654K	Buy	7,279 +215	+3%	+$17.2K	0.31%	49
2023 Q3	$551K	Buy	7,064 +1,269	+22%	+$102K	0.29%	48
2023 Q2	$450K	Buy	5,795 +29	+0.5%	+$2.13K	0.24%	60
2023 Q1	$427K	Buy	5,766 +814	+16%	+$63.8K	0.25%	61
2022 Q4	$369K	Sell	4,952 -219	-4%	-$16.5K	0.24%	65
2022 Q3	$342K	Buy	5,171 +2,179	+73%	+$159K	0.24%	65
2022 Q2	$205K	Buy	2,992 +286	+11%	+$21.6K	0.15%	81
2022 Q1	$216K	Buy	+2,706	New	+$214K	0.15%	81

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

Capasso Planning Partners's AVUV Position: Q1 2026 in Review

Capasso Planning Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.78% in Q1 2026, selling an estimated $5.62K and leaving 6,455 shares worth $713K. The position accounts for 0.38% of the portfolio, ranked #34.

Capasso Planning Partners first reported a position in AVUV in Q1 2022 and has held it in 12 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Capasso Planning Partners held 6,455 shares of Avantis US Small Cap Value ETF worth $713K as of Q1 2026.
Capasso Planning Partners sold 51 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $5.62K.
Avantis US Small Cap Value ETF made up 0.38% of Capasso Planning Partners's portfolio in Q1 2026, its #34 holding.
Capasso Planning Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 12 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.