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Garton & Associates Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Garton & Associates Financial 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 		– Sell
-436
Closed -$44.5K – 166
2025
Q4 		$44.5K Buy
+436
New +$43.6K 0.02% 399

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Garton & Associates Financial Advisors's AVUV Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 436 shares — an estimated $44.5K sold.

Garton & Associates Financial Advisors first reported a position in AVUV in Q4 2025 and held it in 1 quarter. The position peaked at $44.5K in Q4 2025. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 436 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $44.5K.
  • Garton & Associates Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Avantis US Small Cap Value ETF position peaked at $44.5K in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.