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Insight Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Insight Wealth Partners’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 		$2.02M Buy
18,324
+499
+3% +$54.9K 0.28% 33
2025
Q4 		$1.82M Buy
17,825
+26
+0.1% +$2.6K 0.25% 34
2025
Q3 		$1.77M Buy
17,799
+597
+3% +$57.8K 0.54% 32
2025
Q2 		$1.57M Buy
17,202
+581
+3% +$50.1K 0.61% 31
2025
Q1 		$1.45M Sell
16,621
-71
-0.4% -$6.67K 0.24% 33
2024
Q4 		$1.61M Sell
16,692
-36
-0.2% -$3.58K 0.22% 31
2024
Q3 		$1.61M Sell
16,728
-122
-0.7% -$11.4K 0.32% 33
2024
Q2 		$1.51M Buy
16,850
+1,253
+8% +$113K 0.26% 29
2024
Q1 		$1.46M Buy
15,597
+2,796
+22% +$247K 0.25% 29
2023
Q4 		$1.15M Buy
12,801
+4,008
+46% +$321K 0.2% 31
2023
Q3 		$685K Buy
8,793
+2,160
+33% +$174K 0.13% 44
2023
Q2 		$515K Buy
6,633
+3,438
+108% +$253K 0.12% 51
2023
Q1 		$237K Buy
3,195
+145
+5% +$11.4K 0.05% 57
2022
Q4 		$227K Buy
+3,050
New +$229K 0.17% 52

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Wealth Partners's AVUV Position: Q1 2026 in Review

Insight Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.8% in Q1 2026, buying an estimated $54.9K and bringing the position to 18,324 shares worth $2.02M. The position accounts for 0.28% of the portfolio, ranked #33.

Insight Wealth Partners first reported a position in AVUV in Q4 2022 and has held it in 14 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Insight Wealth Partners held 18,324 shares of Avantis US Small Cap Value ETF worth $2.02M as of Q1 2026.
  • Insight Wealth Partners bought 499 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $54.9K.
  • Avantis US Small Cap Value ETF made up 0.28% of Insight Wealth Partners's portfolio in Q1 2026, its #33 holding.
  • Insight Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.