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

Merkkuri Wealth 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	$885K	Buy	8,012 +22	+0.3%	+$2.42K	0.59%	44
2025 Q4	$815K	Sell	7,990 -334	-4%	-$33.4K	0.55%	47
2025 Q3	$828K	Sell	8,324 -7,224	-46%	-$699K	0.6%	42
2025 Q2	$1.42M	Buy	15,548 +2,306	+17%	+$199K	1.08%	31
2025 Q1	$1.15M	Sell	13,242 -26	-0.2%	-$2.44K	0.99%	32
2024 Q4	$1.28M	Sell	13,268 -6,449	-33%	-$641K	1.01%	32
2024 Q3	$1.89M	Buy	19,717 +544	+3%	+$50.8K	1.49%	18
2024 Q2	$1.72M	Buy	+19,173	New	+$1.74M	1.58%	15

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

Merkkuri Wealth Advisors's AVUV Position: Q1 2026 in Review

Merkkuri Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.28% in Q1 2026, buying an estimated $2.42K and bringing the position to 8,012 shares worth $885K. The position accounts for 0.59% of the portfolio, ranked #44.

Merkkuri Wealth Advisors first reported a position in AVUV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q3 2024. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Merkkuri Wealth Advisors held 8,012 shares of Avantis US Small Cap Value ETF worth $885K as of Q1 2026.
Merkkuri Wealth Advisors bought 22 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $2.42K.
Avantis US Small Cap Value ETF made up 0.59% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Merkkuri Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $1.89M in Q3 2024.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.