Premier Path Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Premier Path Wealth Partners’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	$3.31M	Sell	30,000 -5,109	-15%	-$563K	0.43%	49
2025 Q4	$3.58M	Sell	35,109 -2,466	-7%	-$247K	0.46%	45
2025 Q3	$3.74M	Buy	37,575 +1,964	+6%	+$190K	0.48%	42
2025 Q2	$3.24M	Buy	35,611 +852	+2%	+$73.4K	0.45%	48
2025 Q1	$3.03M	Buy	34,759 +114	+0.3%	+$10.7K	0.47%	47
2024 Q4	$3.34M	Buy	34,645 +805	+2%	+$80K	0.51%	43
2024 Q3	$3.25M	Buy	33,840 +1,777	+6%	+$166K	0.51%	42
2024 Q2	$2.88M	Buy	32,063 +12,631	+65%	+$1.14M	0.49%	44
2024 Q1	$2.01M	Buy	+19,432	New	+$1.72M	0.38%	70

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

Premier Path Wealth Partners's AVUV Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q1 2026, selling an estimated $563K and leaving 30,000 shares worth $3.31M. The position accounts for 0.43% of the portfolio, ranked #49.

Premier Path Wealth Partners first reported a position in AVUV in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.74M in Q3 2025. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Premier Path Wealth Partners held 30,000 shares of Avantis US Small Cap Value ETF worth $3.31M as of Q1 2026.
Premier Path Wealth Partners sold 5,109 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $563K.
Avantis US Small Cap Value ETF made up 0.43% of Premier Path Wealth Partners's portfolio in Q1 2026, its #49 holding.
Premier Path Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Premier Path Wealth Partners's Avantis US Small Cap Value ETF position peaked at $3.74M in Q3 2025.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.