Foundations Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Foundations Investment Advisors’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	$16.8M	Buy	152,217 +132,260	+663%	+$14.6M	0.21%	110
2025 Q4	$2.04M	Sell	19,957 -765	-4%	-$76.5K	0.03%	344
2025 Q3	$2.06M	Buy	20,722 +15,361	+287%	+$1.49M	0.03%	311
2025 Q2	$488K	Buy	5,361 +326	+6%	+$28.1K	0.01%	587
2025 Q1	$439K	Buy	5,035 +1,896	+60%	+$178K	0.01%	609
2024 Q4	$303K	Sell	3,139 -1,532	-33%	-$152K	0.01%	658
2024 Q3	$448K	Sell	4,671 -178	-4%	-$16.6K	0.01%	540
2024 Q2	$435K	Sell	4,849 -1,553	-24%	-$141K	0.01%	523
2024 Q1	$600K	Buy	+6,402	New	+$566K	0.02%	427

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

Foundations Investment Advisors's AVUV Position: Q1 2026 in Review

Foundations Investment Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 663% in Q1 2026, buying an estimated $14.6M and bringing the position to 152,217 shares worth $16.8M. The position accounts for 0.21% of the portfolio, ranked #110.

Foundations Investment Advisors first reported a position in AVUV in Q1 2024 and has held it in 9 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Foundations Investment Advisors held 152,217 shares of Avantis US Small Cap Value ETF worth $16.8M as of Q1 2026.
Foundations Investment Advisors bought 132,260 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $14.6M.
Avantis US Small Cap Value ETF made up 0.21% of Foundations Investment Advisors's portfolio in Q1 2026, its #110 holding.
Foundations Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.