Carson Wealth (CWM LLC)
AVUV icon

Carson Wealth (CWM LLC)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Carson Wealth (CWM LLC)’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 		$37.6M Buy
340,064
+2,403
+0.7% +$265K 0.1% 197
2025
Q4 		$34.4M Buy
337,661
+84,556
+33% +$8.46M 0.09% 197
2025
Q3 		$25.2M Buy
253,105
+61,011
+32% +$5.9M 0.08% 226
2025
Q2 		$17.5M Buy
192,094
+3,746
+2% +$323K 0.06% 271
2025
Q1 		$16.4M Buy
188,348
+2,657
+1% +$250K 0.07% 254
2024
Q4 		$17.9M Sell
185,691
-21,232
-10% -$2.11M 0.07% 220
2024
Q3 		$19.9M Buy
206,923
+8,437
+4% +$789K 0.09% 207
2024
Q2 		$17.8M Buy
198,486
+21,667
+12% +$1.96M 0.08% 220
2024
Q1 		$16.6M Buy
176,819
+16,598
+10% +$1.47M 0.08% 220
2023
Q4 		$14.4M Buy
160,221
+30,917
+24% +$2.47M 0.08% 228
2023
Q3 		$10.1M Buy
129,304
+127,558
+7,306% +$10.2M 0.06% 238
2023
Q2 		$136K Buy
1,746
+1,549
+786% +$114K ﹤0.01% 1411
2023
Q1 		$15K Hold
197
– – ﹤0.01% 2677
2022
Q4 		$15K Hold
197
– – ﹤0.01% 2541
2022
Q3 		$13K Sell
197
-446
-69% -$32.5K ﹤0.01% 2499
2022
Q2 		$44K Sell
643
-23
-3% -$1.74K ﹤0.01% 1682
2022
Q1 		$53K Buy
+666
New +$52.8K ﹤0.01% 1580

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

Carson Wealth (CWM LLC)'s AVUV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.71% in Q1 2026, buying an estimated $265K and bringing the position to 340,064 shares worth $37.6M. The position accounts for 0.1% of the portfolio, ranked #197.

Carson Wealth (CWM LLC) first reported a position in AVUV in Q1 2022 and has held it in 17 quarters since. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 340,064 shares of Avantis US Small Cap Value ETF worth $37.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,403 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $265K.
  • Avantis US Small Cap Value ETF made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #197 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.