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Golden State Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Golden State Wealth Management’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
-355
Closed -$36.2K – 1623
2025
Q4 		$36.2K Hold
355
– – ﹤0.01% 766
2025
Q3 		$35.3K Hold
355
– – ﹤0.01% 762
2025
Q2 		$32.3K Hold
355
– – ﹤0.01% 749
2025
Q1 		$30.9K Buy
+355
New +$33.4K ﹤0.01% 697

Other funds holding AVUV

Creative Planning
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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

Golden State Wealth Management's AVUV Position: Q1 2026 in Review

Golden State Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 355 shares — an estimated $36.2K sold.

Golden State Wealth Management first reported a position in AVUV in Q1 2025 and held it in 4 quarters. The position peaked at $36.2K in Q4 2025. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Golden State Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 355 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $36.2K.
  • Golden State Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and held it in 4 quarters.
  • Golden State Wealth Management's Avantis US Small Cap Value ETF position peaked at $36.2K in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.