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Parkside Financial Bank & Trust’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Parkside Financial Bank & Trust’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 		$480K Buy
4,349
+2
+0% +$220 0.04% 270
2025
Q4 		$443K Buy
4,347
+1
+0% +$100 0.03% 282
2025
Q3 		$433K Buy
4,346
+537
+14% +$51.9K 0.03% 280
2025
Q2 		$347K Sell
3,809
-150
-4% -$12.9K 0.04% 313
2025
Q1 		$345K Sell
3,959
-870
-18% -$81.7K 0.04% 278
2024
Q4 		$466K Buy
4,829
+1,413
+41% +$140K 0.06% 216
2024
Q3 		$328K Sell
3,416
-13
-0.4% -$1.22K 0.05% 266
2024
Q2 		$308K Sell
3,429
-428
-11% -$38.8K 0.05% 267
2024
Q1 		$361K Buy
3,857
+461
+14% +$40.8K 0.06% 243
2023
Q4 		$305K Sell
3,396
-6
-0.2% -$480 0.06% 245
2023
Q3 		$265K Buy
3,402
+2,473
+266% +$199K 0.06% 218
2023
Q2 		$72.1K Buy
929
+203
+28% +$14.9K 0.02% 501
2023
Q1 		$53.7K Buy
726
+486
+203% +$38.1K 0.01% 565
2022
Q4 		$17.9K Hold
240
– – 0.01% 881
2022
Q3 		$16K Hold
240
– – 0.01% 872
2022
Q2 		$16K Buy
+240
New +$18.2K ﹤0.01% 870

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

Parkside Financial Bank & Trust's AVUV Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.05% in Q1 2026, buying an estimated $220 and bringing the position to 4,349 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #270.

Parkside Financial Bank & Trust first reported a position in AVUV in Q2 2022 and has held it in 16 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Parkside Financial Bank & Trust held 4,349 shares of Avantis US Small Cap Value ETF worth $480K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 2 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $220.
  • Avantis US Small Cap Value ETF made up 0.04% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #270 holding.
  • Parkside Financial Bank & Trust first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.