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AVUV icon

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

Claro 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 		$1.39M Buy
12,578
+777
+7% +$85.5K 0.17% 113
2025
Q4 		$1.2M Buy
11,801
+1,384
+13% +$138K 0.16% 116
2025
Q3 		$1.04M Buy
10,417
+52
+0.5% +$5.03K 0.15% 121
2025
Q2 		$944K Buy
10,365
+1,993
+24% +$172K 0.16% 123
2025
Q1 		$730K Sell
8,372
-796
-9% -$74.8K 0.1% 183
2024
Q4 		$885K Buy
9,168
+159
+2% +$15.8K 0.12% 157
2024
Q3 		$864K Buy
9,009
+653
+8% +$61K 0.11% 180
2024
Q2 		$750K Buy
8,356
+599
+8% +$54.2K 0.12% 179
2024
Q1 		$727K Buy
7,757
+963
+14% +$85.2K 0.13% 184
2023
Q4 		$610K Buy
+6,794
New +$544K 0.13% 184

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

Claro Advisors's AVUV Position: Q1 2026 in Review

Claro Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.6% in Q1 2026, buying an estimated $85.5K and bringing the position to 12,578 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #113.

Claro Advisors first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Claro Advisors held 12,578 shares of Avantis US Small Cap Value ETF worth $1.39M as of Q1 2026.
  • Claro Advisors bought 777 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $85.5K.
  • Avantis US Small Cap Value ETF made up 0.17% of Claro Advisors's portfolio in Q1 2026, its #113 holding.
  • Claro Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.