Cherry Tree Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cherry Tree Wealth Management’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	$3.97M	Buy	35,902 +279	+0.8%	+$30.7K	0.84%	38
2025 Q4	$3.63M	Buy	35,623 +1,849	+5%	+$185K	0.77%	38
2025 Q3	$3.36M	Buy	33,774 +2,962	+10%	+$287K	0.74%	40
2025 Q2	$2.81M	Buy	30,812 +1,479	+5%	+$127K	0.65%	41
2025 Q1	$2.56M	Buy	29,333 +575	+2%	+$54K	0.62%	43
2024 Q4	$2.78M	Buy	28,758 +140	+0.5%	+$13.9K	0.69%	40
2024 Q3	$2.75M	Sell	28,618 -4,620	-14%	-$432K	0.65%	41
2024 Q2	$2.98M	Buy	33,238 +2,363	+8%	+$214K	0.75%	36
2024 Q1	$2.89M	Buy	30,875 +4,057	+15%	+$359K	0.73%	36
2023 Q4	$2.41M	Buy	26,818 +26,066	+3,466%	+$2.09M	0.64%	37
2023 Q3	$58.6K	Buy	752 +618	+461%	+$49.7K	0.02%	220
2023 Q2	$10.4K	Buy	+134	New	+$9.85K	﹤0.01%	334

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cherry Tree Wealth Management's AVUV Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.78% in Q1 2026, buying an estimated $30.7K and bringing the position to 35,902 shares worth $3.97M. The position accounts for 0.84% of the portfolio, ranked #38.

Cherry Tree Wealth Management first reported a position in AVUV in Q2 2023 and has held it in 12 quarters since. 1,060 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Cherry Tree Wealth Management held 35,902 shares of Avantis US Small Cap Value ETF worth $3.97M as of Q1 2026.
Cherry Tree Wealth Management bought 279 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $30.7K.
Avantis US Small Cap Value ETF made up 0.84% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #38 holding.
Cherry Tree Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
1,060 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.