LJI Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

LJI Wealth 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	$841K	Sell	7,611 -15,811	-68%	-$1.74M	0.13%	62
2025 Q4	$2.39M	Buy	23,422 +18,650	+391%	+$1.87M	0.36%	31
2025 Q3	$475K	Sell	4,772 -17,132	-78%	-$1.66M	0.08%	89
2025 Q2	$2M	Sell	21,904 -3,838	-15%	-$331K	0.35%	34
2025 Q1	$2.24M	Buy	25,742 +1,180	+5%	+$111K	0.45%	29
2024 Q4	$2.37M	Buy	24,562 +3,918	+19%	+$389K	0.47%	29
2024 Q3	$1.98M	Buy	20,644 +8,202	+66%	+$767K	0.4%	32
2024 Q2	$1.12M	Buy	12,442 +1,609	+15%	+$146K	0.25%	51
2024 Q1	$1.02M	Buy	10,833 +2,924	+37%	+$259K	0.26%	41
2023 Q4	$710K	Buy	+7,909	New	+$633K	0.18%	65

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 $4.48B 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LJI Wealth Management's AVUV Position: Q1 2026 in Review

LJI Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 68% in Q1 2026, selling an estimated $1.74M and leaving 7,611 shares worth $841K. The position accounts for 0.13% of the portfolio, ranked #62.

LJI Wealth Management first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.39M in Q4 2025. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

LJI Wealth Management held 7,611 shares of Avantis US Small Cap Value ETF worth $841K as of Q1 2026.
LJI Wealth Management sold 15,811 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.74M.
Avantis US Small Cap Value ETF made up 0.13% of LJI Wealth Management's portfolio in Q1 2026, its #62 holding.
LJI Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
LJI Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.39M in Q4 2025.
1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.