Cascade Financial Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cascade Financial 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	$6.8M	Buy	61,549 +8,747	+17%	+$963K	0.7%	31
2025 Q4	$5.38M	Buy	52,802 +4,700	+10%	+$470K	0.55%	41
2025 Q3	$4.79M	Buy	48,102 +3,635	+8%	+$352K	0.55%	37
2025 Q2	$4.05M	Sell	44,467 -3,108	-7%	-$268K	0.49%	42
2025 Q1	$4.15M	Buy	47,575 +16,625	+54%	+$1.56M	0.52%	39
2024 Q4	$2.99M	Buy	30,950 +6,243	+25%	+$620K	0.39%	51
2024 Q3	$2.37M	Buy	24,707 +3,091	+14%	+$289K	0.3%	60
2024 Q2	$1.94M	Buy	21,616 +3,991	+23%	+$361K	0.26%	63
2024 Q1	$1.57M	Buy	+17,625	New	+$1.56M	0.23%	70

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

Cascade Financial Partners's AVUV Position: Q1 2026 in Review

Cascade Financial Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 17% in Q1 2026, buying an estimated $963K and bringing the position to 61,549 shares worth $6.8M. The position accounts for 0.7% of the portfolio, ranked #31.

Cascade Financial Partners first reported a position in AVUV in Q1 2024 and has held it in 9 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Cascade Financial Partners held 61,549 shares of Avantis US Small Cap Value ETF worth $6.8M as of Q1 2026.
Cascade Financial Partners bought 8,747 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $963K.
Avantis US Small Cap Value ETF made up 0.7% of Cascade Financial Partners's portfolio in Q1 2026, its #31 holding.
Cascade Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.