Gladstone Institutional Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Gladstone Institutional Advisory’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	$4.87M	Sell	44,064 -1,717	-4%	-$189K	0.18%	129
2025 Q4	$4.67M	Sell	45,781 -289	-0.6%	-$28.9K	0.18%	127
2025 Q3	$4.59M	Sell	46,070 -401	-0.9%	-$38.8K	0.18%	128
2025 Q2	$4.23M	Buy	46,471 +3,371	+8%	+$291K	0.17%	136
2025 Q1	$3.76M	Sell	43,100 -7,286	-14%	-$685K	0.18%	137
2024 Q4	$4.86M	Buy	50,386 +35,923	+248%	+$3.57M	0.23%	102
2024 Q3	$1.39M	Buy	+14,463	New	+$1.35M	0.07%	278

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

Gladstone Institutional Advisory's AVUV Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.8% in Q1 2026, selling an estimated $189K and leaving 44,064 shares worth $4.87M. The position accounts for 0.18% of the portfolio, ranked #129.

Gladstone Institutional Advisory first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Gladstone Institutional Advisory held 44,064 shares of Avantis US Small Cap Value ETF worth $4.87M as of Q1 2026.
Gladstone Institutional Advisory sold 1,717 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $189K.
Avantis US Small Cap Value ETF made up 0.18% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #129 holding.
Gladstone Institutional Advisory first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.