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Investor's Fiduciary Advisor Network’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Investor's Fiduciary Advisor 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
-26,786
Closed -$2.73M – 272
2025
Q4 		$2.73M Buy
+26,786
New +$2.68M 0.59% 36

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

Investor's Fiduciary Advisor Network's AVUV Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 26,786 shares — an estimated $2.73M sold.

Investor's Fiduciary Advisor Network first reported a position in AVUV in Q4 2025 and held it in 1 quarter. The position peaked at $2.73M in Q4 2025. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Investor's Fiduciary Advisor Network reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Investor's Fiduciary Advisor Network sold 26,786 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $2.73M.
  • Investor's Fiduciary Advisor Network first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Investor's Fiduciary Advisor Network's Avantis US Small Cap Value ETF position peaked at $2.73M in Q4 2025.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.