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

Elevate Wealth 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	$7.65M	Buy	69,230 +9,074	+15%	+$999K	4.83%	6
2025 Q4	$6.13M	Buy	60,156 +6,608	+12%	+$661K	4.19%	6
2025 Q3	$5.33M	Sell	53,548 -2,461	-4%	-$238K	3.87%	9
2025 Q2	$5.1M	Sell	56,009 -2,346	-4%	-$202K	3.63%	9
2025 Q1	$5.09M	Sell	58,355 -5,978	-9%	-$562K	3.6%	7
2024 Q4	$6.11M	Buy	64,333 +464	+0.7%	+$46.1K	4.59%	6
2024 Q3	$6.13M	Buy	63,869 +1,394	+2%	+$130K	4.55%	6
2024 Q2	$5.61M	Buy	62,475 +914	+1%	+$82.8K	4.55%	6
2024 Q1	$5.77M	Sell	61,561 -1,317	-2%	-$117K	5.02%	6
2023 Q4	$5.65M	Buy	+62,878	New	+$5.03M	5.17%	6

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elevate Wealth Advisory's AVUV Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q1 2026, buying an estimated $999K and bringing the position to 69,230 shares worth $7.65M. The position accounts for 4.83% of the portfolio, ranked #6.

Elevate Wealth Advisory first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Elevate Wealth Advisory held 69,230 shares of Avantis US Small Cap Value ETF worth $7.65M as of Q1 2026.
Elevate Wealth Advisory bought 9,074 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $999K.
Avantis US Small Cap Value ETF made up 4.83% of Elevate Wealth Advisory's portfolio in Q1 2026, its #6 holding.
Elevate Wealth Advisory first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.