Lido Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Lido Advisors’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 Q2	$730K	Sell	5,851 -281	-5%	-$33.5K	﹤0.01%	1270
2026 Q1	$677K	Sell	6,132 -166	-3%	-$18.3K	﹤0.01%	1141
2025 Q4	$627K	Hold	6,298	–	–	﹤0.01%	1207
2025 Q3	$627K	Sell	6,298 -739	-11%	-$71.5K	﹤0.01%	1145
2025 Q2	$641K	Buy	7,037 +88	+1%	+$7.58K	﹤0.01%	1019
2025 Q1	$606K	Buy	6,949 +2,259	+48%	+$212K	﹤0.01%	957
2024 Q4	$453K	Sell	4,690 -611	-12%	-$60.7K	﹤0.01%	1037
2024 Q3	$509K	Buy	5,301 +238	+5%	+$22.2K	﹤0.01%	955
2024 Q2	$454K	Sell	5,063 -18	-0.4%	-$1.63K	﹤0.01%	957
2024 Q1	$476K	Sell	5,081 -996	-16%	-$88.1K	﹤0.01%	920
2023 Q4	$546K	Buy	6,077 +1,521	+33%	+$122K	﹤0.01%	833
2023 Q3	$355K	Buy	4,556 +887	+24%	+$71.3K	﹤0.01%	860
2023 Q2	$285K	Buy	+3,669	New	+$270K	﹤0.01%	955

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lido Advisors's AVUV Position: Q2 2026 in Review

Lido Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4.6% in Q2 2026, selling an estimated $33.5K and leaving 5,851 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Lido Advisors first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Lido Advisors held 5,851 shares of Avantis US Small Cap Value ETF worth $730K as of Q2 2026.
Lido Advisors sold 281 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $33.5K.
Avantis US Small Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1270 holding.
Lido Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.