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

Kingsview 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	$2.03M	Buy	18,417 +3,192	+21%	+$351K	0.03%	507
2025 Q4	$1.55M	Buy	15,225 +1,804	+13%	+$180K	0.02%	529
2025 Q3	$1.34M	Buy	13,421 +432	+3%	+$41.8K	0.02%	539
2025 Q2	$1.18M	Buy	12,989 +7,250	+126%	+$625K	0.02%	544
2025 Q1	$500K	Buy	+5,739	New	+$539K	0.01%	725
2024 Q2	–	Sell	-28,002	Closed	-$2.62M	–	1039
2024 Q1	$2.62M	Buy	+28,002	New	+$2.48M	0.07%	273
2023 Q2	–	Sell	-3,617	Closed	-$268K	–	909
2023 Q1	$268K	Sell	3,617 -33,126	-90%	-$2.59M	0.01%	748
2022 Q4	$2.74M	Buy	36,743 +3,781	+11%	+$284K	0.12%	200
2022 Q3	$2.18M	Buy	32,962 +2,250	+7%	+$164K	0.1%	214
2022 Q2	$2.1M	Buy	30,712 +3,925	+15%	+$297K	0.1%	220
2022 Q1	$2.14M	Buy	26,787 +8,212	+44%	+$650K	0.09%	230
2021 Q4	$1.48M	Buy	+18,575	New	+$1.48M	0.06%	296

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

Kingsview Wealth Management's AVUV Position: Q1 2026 in Review

Kingsview Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 21% in Q1 2026, buying an estimated $351K and bringing the position to 18,417 shares worth $2.03M. The position accounts for 0.03% of the portfolio, ranked #507.

Kingsview Wealth Management first reported a position in AVUV in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.74M in Q4 2022. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Kingsview Wealth Management held 18,417 shares of Avantis US Small Cap Value ETF worth $2.03M as of Q1 2026.
Kingsview Wealth Management bought 3,192 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $351K.
Avantis US Small Cap Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #507 holding.
Kingsview Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 12 quarters since.
Kingsview Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.74M in Q4 2022.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.