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Carolina Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Carolina 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
-211
Closed -$21.5K – 283
2025
Q4 		$21.5K Buy
+211
New +$21.1K 0.01% 149

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

Carolina Wealth Advisors's AVUV Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 211 shares — an estimated $21.5K sold.

Carolina Wealth Advisors first reported a position in AVUV in Q4 2025 and held it in 1 quarter. The position peaked at $21.5K in Q4 2025. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 211 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $21.5K.
  • Carolina Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Carolina Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $21.5K in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.