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Parkshore Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Parkshore Wealth 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
2026
Q1 		$21.3M Buy
193,102
+10,381
+6% +$1.14M 7.13% 3
2025
Q4 		$18.6M Buy
182,721
+6,010
+3% +$601K 7% 3
2025
Q3 		$17.6M Buy
176,711
+100,302
+131% +$9.7M 7.17% 3
2025
Q2 		$6.96M Buy
76,409
+3,745
+5% +$323K 3.4% 9
2025
Q1 		$6.33M Buy
72,664
+7,349
+11% +$691K 3.68% 6
2024
Q4 		$6.3M Buy
+65,315
New +$6.49M 3.79% 6

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parkshore Wealth Management's AVUV Position: Q1 2026 in Review

Parkshore Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.7% in Q1 2026, buying an estimated $1.14M and bringing the position to 193,102 shares worth $21.3M. The position accounts for 7.13% of the portfolio, ranked #3.

Parkshore Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Parkshore Wealth Management held 193,102 shares of Avantis US Small Cap Value ETF worth $21.3M as of Q1 2026.
  • Parkshore Wealth Management bought 10,381 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.14M.
  • Avantis US Small Cap Value ETF made up 7.13% of Parkshore Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Parkshore Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.