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GM Advisory Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

GM Advisory Group’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 		$252K Buy
+2,278
New +$251K 0.01% 325

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

GM Advisory Group's AVUV Position: Q1 2026 in Review

GM Advisory Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 2,278 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • GM Advisory Group held 2,278 shares of Avantis US Small Cap Value ETF worth $252K as of Q1 2026.
  • Avantis US Small Cap Value ETF was a new GM Advisory Group position in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #325 holding.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.