Liberty One Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Liberty One Investment 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	–	Sell	-32,119	Closed	-$3.28M	–	155
2025 Q4	$3.28M	Sell	32,119 -17,823	-36%	-$1.78M	0.42%	67
2025 Q3	$4.97M	Sell	49,942 -1,410	-3%	-$136K	0.28%	66
2025 Q2	$4.68M	Buy	51,352 +1,801	+4%	+$155K	0.47%	64
2025 Q1	$4.32M	Sell	49,551 -1,498	-3%	-$141K	0.44%	66
2024 Q4	$4.93M	Sell	51,049 -1,669	-3%	-$166K	0.53%	44
2024 Q3	$5.06M	Buy	52,718 +17	+0%	+$1.59K	0.52%	41
2024 Q2	$4.73M	Sell	52,701 -933	-2%	-$84.5K	0.53%	36
2024 Q1	$5.03M	Buy	+53,634	New	+$4.75M	0.57%	35

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 $4.79B AUM 16.42% 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 $424B AUM 22.94% 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

Liberty One Investment Management's AVUV Position: Q1 2026 in Review

Liberty One Investment Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2026, closing a stake of 32,119 shares — an estimated $3.28M sold.

Liberty One Investment Management first reported a position in AVUV in Q1 2024 and held it in 8 quarters. The position peaked at $5.06M in Q3 2024. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Liberty One Investment Management reported no remaining Avantis US Small Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Liberty One Investment Management sold 32,119 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $3.28M.
Liberty One Investment Management first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and held it in 8 quarters.
Liberty One Investment Management's Avantis US Small Cap Value ETF position peaked at $5.06M in Q3 2024.
1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.