CWM
AVUV icon

Cornerstone Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cornerstone Wealth Management’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 		$1.45M Buy
13,160
+352
+3% +$38.8K 0.07% 239
2025
Q4 		$1.31M Sell
12,808
-1,404
-10% -$140K 0.07% 244
2025
Q3 		$1.41M Buy
14,212
+759
+6% +$73.4K 0.08% 216
2025
Q2 		$1.23M Buy
13,453
+1,038
+8% +$89.5K 0.07% 224
2025
Q1 		$1.08M Buy
12,415
+520
+4% +$48.9K 0.07% 228
2024
Q4 		$1.15M Buy
11,895
+613
+5% +$60.9K 0.08% 210
2024
Q3 		$1.08M Sell
11,282
-701
-6% -$65.5K 0.08% 206
2024
Q2 		$1.08M Buy
11,983
+243
+2% +$22K 0.08% 190
2024
Q1 		$1.1M Buy
11,740
+268
+2% +$23.7K 0.09% 186
2023
Q4 		$1.03M Buy
11,472
+45
+0.4% +$3.6K 0.09% 190
2023
Q3 		$891K Buy
11,427
+423
+4% +$34K 0.08% 200
2023
Q2 		$854K Sell
11,004
-17,117
-61% -$1.26M 0.08% 205
2023
Q1 		$2.08M Buy
+28,121
New +$2.2M 0.2% 108
2022
Q3 		$1.84M Sell
27,763
-694
-2% -$50.6K 0.2% 103
2022
Q2 		$1.95M Buy
28,457
+513
+2% +$38.8K 0.22% 100
2022
Q1 		$2.23M Buy
27,944
+8,946
+47% +$709K 0.22% 92
2021
Q4 		$1.51M Sell
18,998
-480
-2% -$38.2K 0.14% 144
2021
Q3 		$1.47M Buy
19,478
+1,929
+11% +$143K 0.16% 133
2021
Q2 		$1.33M Buy
+17,549
New +$1.33M 0.14% 150

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

Cornerstone Wealth Management's AVUV Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.7% in Q1 2026, buying an estimated $38.8K and bringing the position to 13,160 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #239.

Cornerstone Wealth Management first reported a position in AVUV in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.23M in Q1 2022. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Cornerstone Wealth Management held 13,160 shares of Avantis US Small Cap Value ETF worth $1.45M as of Q1 2026.
  • Cornerstone Wealth Management bought 352 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $38.8K.
  • Avantis US Small Cap Value ETF made up 0.07% of Cornerstone Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Cornerstone Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 19 quarters since.
  • Cornerstone Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.23M in Q1 2022.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.