Focus Partners Wealth
AVUV icon

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

Focus Partners Wealth’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 		$737M Buy
6,665,990
+123,961
+2% +$13.6M 0.82% 22
2025
Q4 		$667M Buy
6,542,029
+450,644
+7% +$45.1M 0.76% 30
2025
Q3 		$606M Buy
6,091,385
+182,781
+3% +$17.7M 0.98% 21
2025
Q2 		$538M Buy
5,908,604
+221,372
+4% +$19.1M 1.17% 16
2025
Q1 		$496M Buy
5,687,232
+3,916,785
+221% +$368M 1.24% 12
2024
Q4 		$171M Buy
1,770,447
+27,039
+2% +$2.69M 0.44% 44
2024
Q3 		$167M Buy
+1,743,408
New +$163M 0.53% 37

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Focus Partners Wealth's AVUV Position: Q1 2026 in Review

Focus Partners Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.9% in Q1 2026, buying an estimated $13.6M and bringing the position to 6,665,990 shares worth $737M. The position accounts for 0.82% of the portfolio, ranked #22.

Focus Partners Wealth first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Focus Partners Wealth held 6,665,990 shares of Avantis US Small Cap Value ETF worth $737M as of Q1 2026.
  • Focus Partners Wealth bought 123,961 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $13.6M.
  • Avantis US Small Cap Value ETF made up 0.82% of Focus Partners Wealth's portfolio in Q1 2026, its #22 holding.
  • Focus Partners Wealth first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.