KA
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Klingman & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Klingman & Associates’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 		$918K Buy
8,309
+16
+0.2% +$1.76K 0.04% 135
2025
Q4 		$846K Buy
8,293
+24
+0.3% +$2.4K 0.04% 139
2025
Q3 		$823K Buy
8,269
+28
+0.3% +$2.71K 0.04% 139
2025
Q2 		$751K Buy
8,241
+31
+0.4% +$2.67K 0.04% 132
2025
Q1 		$716K Buy
8,210
+24
+0.3% +$2.25K 0.04% 124
2024
Q4 		$790K Buy
8,186
+26
+0.3% +$2.58K 0.05% 116
2024
Q3 		$783K Buy
8,160
+25
+0.3% +$2.34K 0.05% 119
2024
Q2 		$730K Buy
8,135
+30
+0.4% +$2.72K 0.05% 113
2024
Q1 		$760K Buy
8,105
+21
+0.3% +$1.86K 0.05% 114
2023
Q4 		$726K Sell
8,084
-1,215
-13% -$97.2K 0.05% 115
2023
Q3 		$725K Buy
9,299
+34
+0.4% +$2.73K 0.06% 109
2023
Q2 		$719K Buy
9,265
+36
+0.4% +$2.65K 0.06% 109
2023
Q1 		$683K Buy
9,229
+32
+0.3% +$2.51K 0.06% 104
2022
Q4 		$685K Buy
9,197
+41
+0.4% +$3.08K 0.06% 96
2022
Q3 		$606K Buy
9,156
+37
+0.4% +$2.7K 0.06% 92
2022
Q2 		$623K Sell
9,119
-19
-0.2% -$1.44K 0.06% 93
2022
Q1 		$730K Buy
9,138
+20
+0.2% +$1.58K 0.06% 91
2021
Q4 		$727K Buy
9,118
+46
+0.5% +$3.66K 0.06% 88
2021
Q3 		$686K Buy
9,072
+10
+0.1% +$741 0.06% 86
2021
Q2 		$689K Buy
9,062
+16
+0.2% +$1.21K 0.07% 86
2021
Q1 		$653K Buy
9,046
+26
+0.3% +$1.74K 0.07% 82
2020
Q4 		$513K Hold
9,020
– – 0.06% 87
2020
Q3 		$386K Buy
+9,020
New +$390K 0.05% 96

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

Klingman & Associates's AVUV Position: Q1 2026 in Review

Klingman & Associates increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.19% in Q1 2026, buying an estimated $1.76K and bringing the position to 8,309 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #135.

Klingman & Associates first reported a position in AVUV in Q3 2020 and has held it in 23 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Klingman & Associates held 8,309 shares of Avantis US Small Cap Value ETF worth $918K as of Q1 2026.
  • Klingman & Associates bought 16 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.76K.
  • Avantis US Small Cap Value ETF made up 0.04% of Klingman & Associates's portfolio in Q1 2026, its #135 holding.
  • Klingman & Associates first reported a position in Avantis US Small Cap Value ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.