Integrated Advisors Network’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Integrated Advisors Network’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	-9,349	Closed	-$953K	–	694
2025 Q4	$953K	Sell	9,349 -61	-0.6%	-$6.1K	0.04%	355
2025 Q3	$937K	Sell	9,410 -63	-0.7%	-$6.09K	0.04%	374
2025 Q2	$863K	Buy	9,473 +185	+2%	+$15.9K	0.04%	385
2025 Q1	$810K	Hold	9,288	–	–	0.04%	355
2024 Q4	$897K	Buy	9,288 +869	+10%	+$86.3K	0.04%	325
2024 Q3	$808K	Buy	8,419 +6	+0.1%	+$561	0.04%	363
2024 Q2	$755K	Sell	8,413 -653	-7%	-$59.1K	0.04%	349
2024 Q1	$850K	Buy	9,066 +3	+0%	+$265	0.04%	344
2023 Q4	$814K	Hold	9,063	–	–	0.05%	320
2023 Q3	$706K	Hold	9,063	–	–	0.04%	341
2023 Q2	$703K	Sell	9,063 -900	-9%	-$66.2K	0.04%	358
2023 Q1	$738K	Buy	9,963 +3,925	+65%	+$307K	0.04%	341
2022 Q4	$450K	Hold	6,038	–	–	0.03%	440
2022 Q3	$399K	Hold	6,038	–	–	0.03%	441
2022 Q2	$413K	Buy	+6,038	New	+$457K	0.03%	462

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Advisors Network's AVUV Position: Q1 2026 in Review

Integrated Advisors Network sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 9,349 shares — an estimated $953K sold.

Integrated Advisors Network first reported a position in AVUV in Q2 2022 and held it in 15 quarters. The position peaked at $953K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Integrated Advisors Network reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Integrated Advisors Network sold 9,349 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $953K.
Integrated Advisors Network first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and held it in 15 quarters.
Integrated Advisors Network's Avantis US Small Cap Value ETF position peaked at $953K in Q4 2025.
1,060 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.