Lido Advisors
AVUV icon

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
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
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

Lido Advisors's AVUV Position: Q1 2026 in Review

Lido Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.6% in Q1 2026, selling an estimated $18.3K and leaving 6,132 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Lido Advisors first reported a position in AVUV in Q2 2023 and has held it in 12 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Lido Advisors held 6,132 shares of Avantis US Small Cap Value ETF worth $677K as of Q1 2026.
  • Lido Advisors sold 166 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $18.3K.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1141 holding.
  • Lido Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.