Conscious Wealth Investments’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Conscious Wealth Investments’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	–	Sell	-5,166	Closed	-$578K	–	62
2025 Q4	$578K	Buy	5,166 +367	+8%	+$36.7K	0.35%	50
2025 Q3	$469K	Buy	4,799 +276	+6%	+$26.7K	0.28%	49
2025 Q2	$428K	Buy	4,523 +114	+3%	+$9.82K	0.27%	46
2025 Q1	$381K	Buy	4,409 +733	+20%	+$68.9K	0.26%	46
2024 Q4	$365K	Buy	3,676 +338	+10%	+$33.6K	0.25%	43
2024 Q3	$317K	Hold	3,338	–	–	0.22%	45
2024 Q2	$326K	Buy	3,338 +122	+4%	+$11K	0.23%	46
2024 Q1	$282K	Buy	3,216 +279	+9%	+$24.7K	0.21%	46
2023 Q4	$260K	Buy	+2,937	New	+$235K	0.21%	47

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

Conscious Wealth Investments's AVUV Position: Q1 2026 in Review

Conscious Wealth Investments sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 5,166 shares — an estimated $578K sold.

Conscious Wealth Investments first reported a position in AVUV in Q4 2023 and held it in 9 quarters. The position peaked at $578K in Q4 2025. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Conscious Wealth Investments reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Conscious Wealth Investments sold 5,166 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $578K.
Conscious Wealth Investments first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and held it in 9 quarters.
Conscious Wealth Investments's Avantis US Small Cap Value ETF position peaked at $578K in Q4 2025.
1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.