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Clarion Wealth Managment Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clarion Wealth Managment 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 		$201K Buy
+1,823
New +$201K 0.18% 81
2025
Q4 		– Sell
-2,220
Closed -$221K – 82
2025
Q3 		$221K Sell
2,220
-342
-13% -$33.1K 0.22% 76
2025
Q2 		$233K Buy
+2,562
New +$221K 0.26% 73

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clarion Wealth Managment Partners's AVUV Position: Q1 2026 in Review

Clarion Wealth Managment Partners opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 1,823 shares worth $201K. The stake represents 0.18% of the portfolio and ranks #81 among its holdings. This is a return to the name: Clarion Wealth Managment Partners previously reported a position in AVUV as recently as Q3 2025.

Clarion Wealth Managment Partners first reported a position in AVUV in Q2 2025 and has held it in 3 quarters since. The position peaked at $233K in Q2 2025. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Clarion Wealth Managment Partners held 1,823 shares of Avantis US Small Cap Value ETF worth $201K as of Q1 2026.
  • Avantis US Small Cap Value ETF was a new Clarion Wealth Managment Partners position in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.18% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #81 holding.
  • Clarion Wealth Managment Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • Clarion Wealth Managment Partners's Avantis US Small Cap Value ETF position peaked at $233K in Q2 2025.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.