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Continuum Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Continuum Advisory’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 		$1.8M Buy
16,322
+8,434
+107% +$929K 0.17% 120
2025
Q4 		$804K Buy
7,888
+1,359
+21% +$136K 0.08% 212
2025
Q3 		$650K Sell
6,529
-849
-12% -$82.1K 0.07% 238
2025
Q2 		$672K Buy
7,378
+968
+15% +$83.4K 0.08% 221
2025
Q1 		$559K Sell
6,410
-80,649
-93% -$7.58M 0.07% 225
2024
Q4 		$8.4M Buy
87,059
+1,155
+1% +$115K 1.08% 18
2024
Q3 		$8.76M Buy
85,904
+1,842
+2% +$172K 1.12% 18
2024
Q2 		$7.54M Buy
84,062
+1,423
+2% +$129K 1.09% 18
2024
Q1 		$7.68M Sell
82,639
-614
-0.7% -$54.3K 1.15% 17
2023
Q4 		$7.48M Buy
83,253
+6,098
+8% +$488K 1.06% 15
2023
Q3 		$6.01M Sell
77,155
-1,880
-2% -$151K 0.96% 18
2023
Q2 		$6.13M Buy
79,035
+1,649
+2% +$121K 0.98% 16
2023
Q1 		$5.73M Buy
77,386
+3,439
+5% +$269K 0.97% 18
2022
Q4 		$5.51M Buy
73,947
+4,135
+6% +$311K 0.99% 16
2022
Q3 		$4.62M Buy
+69,812
New +$5.09M 0.81% 21

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 $4.79B AUM 16.42% 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

Continuum Advisory's AVUV Position: Q1 2026 in Review

Continuum Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 107% in Q1 2026, buying an estimated $929K and bringing the position to 16,322 shares worth $1.8M. The position accounts for 0.17% of the portfolio, ranked #120.

Continuum Advisory first reported a position in AVUV in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.76M in Q3 2024. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Continuum Advisory held 16,322 shares of Avantis US Small Cap Value ETF worth $1.8M as of Q1 2026.
  • Continuum Advisory bought 8,434 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $929K.
  • Avantis US Small Cap Value ETF made up 0.17% of Continuum Advisory's portfolio in Q1 2026, its #120 holding.
  • Continuum Advisory first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Continuum Advisory's Avantis US Small Cap Value ETF position peaked at $8.76M in Q3 2024.
  • 1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.