Equita Financial Network’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Equita Financial Network’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	$4.79M	Sell	43,396 -1,454	-3%	-$160K	1.51%	16
2025 Q4	$4.57M	Sell	44,850 -159	-0.4%	-$15.9K	1.38%	16
2025 Q3	$4.48M	Sell	45,009 -4,266	-9%	-$413K	1.51%	15
2025 Q2	$4.49M	Buy	49,275 +4,484	+10%	+$386K	1.79%	13
2025 Q1	$3.9M	Buy	44,791 +297	+0.7%	+$27.9K	1.36%	19
2024 Q4	$4.29M	Sell	44,494 -506	-1%	-$50.3K	1.55%	19
2024 Q3	$4.32M	Sell	45,000 -818	-2%	-$76.5K	1.58%	19
2024 Q2	$4.11M	Sell	45,818 -2,803	-6%	-$254K	1.72%	20
2024 Q1	$4.56M	Sell	48,621 -69,414	-59%	-$6.14M	2.05%	18
2023 Q4	$10.6M	Buy	118,035 +23,262	+25%	+$1.86M	5.65%	3
2023 Q3	$7.39M	Buy	+94,773	New	+$7.61M	4.55%	5

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

Equita Financial Network's AVUV Position: Q1 2026 in Review

Equita Financial Network reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.2% in Q1 2026, selling an estimated $160K and leaving 43,396 shares worth $4.79M. The position accounts for 1.51% of the portfolio, ranked #16.

Equita Financial Network first reported a position in AVUV in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.6M in Q4 2023. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Equita Financial Network held 43,396 shares of Avantis US Small Cap Value ETF worth $4.79M as of Q1 2026.
Equita Financial Network sold 1,454 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $160K.
Avantis US Small Cap Value ETF made up 1.51% of Equita Financial Network's portfolio in Q1 2026, its #16 holding.
Equita Financial Network first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's Avantis US Small Cap Value ETF position peaked at $10.6M in Q4 2023.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.