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

Optimum 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
2025
Q3 		$9.85K Hold
99
– – ﹤0.01% 507
2025
Q2 		$9.02K Hold
99
– – ﹤0.01% 516
2025
Q1 		$8.63K Hold
99
– – ﹤0.01% 527
2024
Q4 		$9.56K Hold
99
– – ﹤0.01% 517
2024
Q3 		$9.5K Hold
99
– – ﹤0.01% 528
2024
Q2 		$8.88K Hold
99
– – ﹤0.01% 531
2024
Q1 		$9.28K Hold
99
– – ﹤0.01% 530
2023
Q4 		$8.89K Buy
+99
New +$7.92K ﹤0.01% 520

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Optimum Investment Advisors's AVUV Position: Q3 2025 in Review

Optimum Investment Advisors held its Avantis US Small Cap Value ETF (AVUV) position steady in Q3 2025 at 99 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Optimum Investment Advisors first reported a position in AVUV in Q4 2023 and has held it in 8 quarters since. 881 funds tracked by Wall St. Rank hold AVUV as of Q3 2025.

  • Optimum Investment Advisors held 99 shares of Avantis US Small Cap Value ETF worth $9.85K as of Q3 2025.
  • Optimum Investment Advisors left its Avantis US Small Cap Value ETF share count unchanged in Q3 2025.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #507 holding.
  • Optimum Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 881 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.