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

Clearstead 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 		$4.81M Buy
43,557
+4,416
+11% +$486K 0.04% 238
2025
Q4 		$3.99M Buy
39,141
+3,395
+9% +$340K 0.05% 233
2025
Q3 		$3.56M Buy
35,746
+9,110
+34% +$881K 0.05% 235
2025
Q2 		$2.43M Buy
26,636
+2,338
+10% +$202K 0.03% 283
2025
Q1 		$2.12M Buy
24,298
+4,432
+22% +$416K 0.03% 292
2024
Q4 		$1.92M Buy
19,866
+1,384
+7% +$137K 0.03% 298
2024
Q3 		$1.77M Buy
18,482
+6,860
+59% +$641K 0.03% 319
2024
Q2 		$1.04M Buy
11,622
+9,567
+466% +$866K 0.02% 386
2024
Q1 		$190K Sell
2,055
-3,428
-63% -$303K 0.01% 476
2023
Q4 		$492K Buy
5,483
+1,403
+34% +$112K 0.03% 311
2023
Q3 		$318K Buy
4,080
+2,040
+100% +$164K 0.01% 473
2023
Q2 		$158K Buy
2,040
+1,880
+1,175% +$138K 0.01% 464
2023
Q1 		$11.8K Buy
+160
New +$12.5K ﹤0.01% 928

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

Clearstead Advisors's AVUV Position: Q1 2026 in Review

Clearstead Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q1 2026, buying an estimated $486K and bringing the position to 43,557 shares worth $4.81M. The position accounts for 0.04% of the portfolio, ranked #238.

Clearstead Advisors first reported a position in AVUV in Q1 2023 and has held it in 13 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Clearstead Advisors held 43,557 shares of Avantis US Small Cap Value ETF worth $4.81M as of Q1 2026.
  • Clearstead Advisors bought 4,416 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $486K.
  • Avantis US Small Cap Value ETF made up 0.04% of Clearstead Advisors's portfolio in Q1 2026, its #238 holding.
  • Clearstead Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.