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

ORBA 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	$2.16M	Sell	19,515 -4,573	-19%	-$503K	2.57%	12
2025 Q4	$2.46M	Sell	24,088 -947	-4%	-$94.7K	2.13%	13
2025 Q3	$2.49M	Buy	25,035 +503	+2%	+$48.7K	2.05%	16
2025 Q2	$2.23M	Sell	24,532 -12,926	-35%	-$1.11M	2.03%	17
2025 Q1	$3.27M	Sell	37,458 -384	-1%	-$36.1K	1.65%	23
2024 Q4	$3.65M	Sell	37,842 -32,584	-46%	-$3.24M	1.91%	19
2024 Q3	$6.76M	Buy	70,426 +513	+0.7%	+$48K	3.42%	6
2024 Q2	$6.27M	Buy	69,913 +2,977	+4%	+$270K	3.25%	8
2024 Q1	$6.27M	Buy	66,936 +1,047	+2%	+$92.6K	3.47%	7
2023 Q4	$5.92M	Buy	+65,889	New	+$5.27M	3.55%	6

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

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

ORBA Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 19% in Q1 2026, selling an estimated $503K and leaving 19,515 shares worth $2.16M. The position accounts for 2.57% of the portfolio, ranked #12.

ORBA Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.76M in Q3 2024. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

ORBA Wealth Advisors held 19,515 shares of Avantis US Small Cap Value ETF worth $2.16M as of Q1 2026.
ORBA Wealth Advisors sold 4,573 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $503K.
Avantis US Small Cap Value ETF made up 2.57% of ORBA Wealth Advisors's portfolio in Q1 2026, its #12 holding.
ORBA Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $6.76M in Q3 2024.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.