Level Four Advisory Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.34M Sell
57,378
-1,987
-3% -$219K 0.21% 137
2025
Q4
$6.05M Buy
59,365
+2,082
+4% +$208K 0.2% 136
2025
Q3
$5.7M Buy
57,283
+985
+2% +$95.3K 0.2% 146
2025
Q2
$5.13M Buy
56,298
+1,574
+3% +$136K 0.19% 155
2025
Q1
$4.77M Buy
54,724
+1,846
+3% +$173K 0.2% 155
2024
Q4
$5.1M Buy
52,878
+343
+0.7% +$34.1K 0.21% 134
2024
Q3
$4.98M Sell
52,535
-2,329
-4% -$218K 0.21% 140
2024
Q2
$4.92M Buy
54,864
+1,384
+3% +$125K 0.22% 127
2024
Q1
$4.8M Buy
53,480
+1,614
+3% +$143K 0.26% 99
2023
Q4
$4.66M Buy
51,866
+5,047
+11% +$404K 0.26% 100
2023
Q3
$3.65M Buy
46,819
+4,316
+10% +$347K 0.24% 114
2023
Q2
$3.3M Sell
42,503
-760
-2% -$55.9K 0.2% 127
2023
Q1
$3.2M Buy
43,263
+30,588
+241% +$2.4M 0.21% 120
2022
Q4
$944K Buy
+12,675
New +$953K 0.07% 254

Other funds holding AVUV

Level Four Advisory Services's AVUV Position: Q1 2026 in Review

Level Four Advisory Services reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.3% in Q1 2026, selling an estimated $219K and leaving 57,378 shares worth $6.34M. The position accounts for 0.21% of the portfolio, ranked #137.

Level Four Advisory Services first reported a position in AVUV in Q4 2022 and has held it in 14 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Level Four Advisory Services held 57,378 shares of Avantis US Small Cap Value ETF worth $6.34M as of Q1 2026.
  • Level Four Advisory Services sold 1,987 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $219K.
  • Avantis US Small Cap Value ETF made up 0.21% of Level Four Advisory Services's portfolio in Q1 2026, its #137 holding.
  • Level Four Advisory Services first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.