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Focus Partners Advisor Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Focus Partners Advisor Solutions’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 		$274M Buy
2,484,516
+475,137
+24% +$52.3M 2.76% 9
2025
Q4 		$205M Sell
2,009,379
-231,833
-10% -$23.2M 2.51% 10
2025
Q3 		$222M Buy
2,241,212
+309,349
+16% +$29.9M 2.52% 10
2025
Q2 		$176M Buy
1,931,863
+449,839
+30% +$38.8M 2.35% 13
2025
Q1 		$129M Buy
1,482,024
+326,626
+28% +$30.7M 1.96% 13
2024
Q4 		$112M Buy
1,155,398
+343,978
+42% +$34.2M 1.88% 13
2024
Q3 		$77.9M Buy
811,420
+29,205
+4% +$2.73M 1.64% 17
2024
Q2 		$70.2M Buy
782,215
+80,952
+12% +$7.33M 1.84% 14
2024
Q1 		$65.7M Buy
701,263
+271,907
+63% +$24.1M 1.9% 13
2023
Q4 		$38.6M Buy
429,356
+40,641
+10% +$3.25M 1.85% 15
2023
Q3 		$30.3M Buy
388,715
+52,481
+16% +$4.22M 1.47% 15
2023
Q2 		$26.1M Buy
336,234
+72,517
+27% +$5.33M 1.45% 15
2023
Q1 		$19.5M Buy
263,717
+174,821
+197% +$13.7M 1.26% 16
2022
Q4 		$6.62M Sell
88,896
-52,161
-37% -$3.92M 0.51% 30
2022
Q3 		$9.33M Buy
141,057
+14,430
+11% +$1.05M 0.55% 25
2022
Q2 		$8.66M Buy
126,627
+39,837
+46% +$3.02M 0.73% 24
2022
Q1 		$6.93M Buy
+86,790
New +$6.87M 0.69% 20

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Advisor Solutions's AVUV Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 24% in Q1 2026, buying an estimated $52.3M and bringing the position to 2,484,516 shares worth $274M. The position accounts for 2.76% of the portfolio, ranked #9.

Focus Partners Advisor Solutions first reported a position in AVUV in Q1 2022 and has held it in 17 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Focus Partners Advisor Solutions held 2,484,516 shares of Avantis US Small Cap Value ETF worth $274M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 475,137 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $52.3M.
  • Avantis US Small Cap Value ETF made up 2.76% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #9 holding.
  • Focus Partners Advisor Solutions first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.