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Palisade Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Palisade Asset 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
2025
Q4 		– Sell
-60
Closed -$5.97K – 231
2025
Q3 		$5.97K Buy
+60
New +$5.8K ﹤0.01% 414
2024
Q2 		– Sell
-60
Closed -$5.62K – 210
2024
Q1 		$5.62K Buy
+60
New +$5.31K ﹤0.01% 363

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Palisade Asset Management's AVUV Position: Q4 2025 in Review

Palisade Asset Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 60 shares — an estimated $5.97K sold.

Palisade Asset Management first reported a position in AVUV in Q1 2024 and held it in 2 quarters. The position peaked at $5.97K in Q3 2025. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • Palisade Asset Management reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 60 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $5.97K.
  • Palisade Asset Management first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Palisade Asset Management's Avantis US Small Cap Value ETF position peaked at $5.97K in Q3 2025.
  • 985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.