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

Private Wealth Management Group’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 		$13.4M Buy
120,917
+6,142
+5% +$676K 3.51% 10
2025
Q4 		$11.7M Buy
114,775
+3,160
+3% +$316K 3.13% 12
2025
Q3 		$11.1M Buy
111,615
+6,307
+6% +$610K 3.06% 12
2025
Q2 		$9.59M Buy
105,308
+63
+0.1% +$5.43K 3.19% 13
2025
Q1 		$9.17M Buy
105,245
+18,167
+21% +$1.71M 3.39% 11
2024
Q4 		$8.41M Buy
87,078
+6,994
+9% +$695K 3.22% 12
2024
Q3 		$7.68M Buy
80,084
+6,067
+8% +$567K 3.03% 11
2024
Q2 		$6.64M Buy
74,017
+31,675
+75% +$2.87M 2.88% 11
2024
Q1 		$3.97M Buy
42,342
+6,656
+19% +$589K 1.8% 13
2023
Q4 		$3.2M Buy
+35,686
New +$2.86M 1.57% 15

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

Private Wealth Management Group's AVUV Position: Q1 2026 in Review

Private Wealth Management Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 5.4% in Q1 2026, buying an estimated $676K and bringing the position to 120,917 shares worth $13.4M. The position accounts for 3.51% of the portfolio, ranked #10.

Private Wealth Management Group first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Private Wealth Management Group held 120,917 shares of Avantis US Small Cap Value ETF worth $13.4M as of Q1 2026.
  • Private Wealth Management Group bought 6,142 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $676K.
  • Avantis US Small Cap Value ETF made up 3.51% of Private Wealth Management Group's portfolio in Q1 2026, its #10 holding.
  • Private Wealth Management Group first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.