Golden Bell Financial Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Golden Bell Financial Planning’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	$7.63M	Buy	69,057 +1,847	+3%	+$203K	6.08%	7
2025 Q4	$6.85M	Buy	67,210 +4,259	+7%	+$426K	5.71%	7
2025 Q3	$6.27M	Buy	62,951 +1,258	+2%	+$122K	5.44%	7
2025 Q2	$5.62M	Buy	61,693 +1,908	+3%	+$164K	5.29%	8
2025 Q1	$5.21M	Buy	59,785 +3,247	+6%	+$305K	5.06%	8
2024 Q4	$5.46M	Buy	+56,538	New	+$5.62M	5.49%	7

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

Golden Bell Financial Planning's AVUV Position: Q1 2026 in Review

Golden Bell Financial Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.7% in Q1 2026, buying an estimated $203K and bringing the position to 69,057 shares worth $7.63M. The position accounts for 6.08% of the portfolio, ranked #7.

Golden Bell Financial Planning first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Golden Bell Financial Planning held 69,057 shares of Avantis US Small Cap Value ETF worth $7.63M as of Q1 2026.
Golden Bell Financial Planning bought 1,847 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $203K.
Avantis US Small Cap Value ETF made up 6.08% of Golden Bell Financial Planning's portfolio in Q1 2026, its #7 holding.
Golden Bell Financial Planning first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.