Mount Yale Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Mount Yale Investment 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	$11.3M	Buy	+102,401	New	+$11.3M	0.26%	84

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 22.96% 1-Year Est. Return

FPAS

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

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

Mount Yale Investment Advisors's AVUV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 102,401 shares worth $11.3M. The stake represents 0.26% of the portfolio and ranks #84 among its holdings.

1,056 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Mount Yale Investment Advisors held 102,401 shares of Avantis US Small Cap Value ETF worth $11.3M as of Q1 2026.
Avantis US Small Cap Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Avantis US Small Cap Value ETF made up 0.26% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #84 holding.
1,056 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.