PF
AVUV icon

Prosperitas Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Prosperitas Financial’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 		$353K Hold
3,199
– – 0.13% 62
2025
Q4 		$326K Buy
3,199
+83
+3% +$8.3K 0.13% 60
2025
Q3 		$310K Buy
3,116
+224
+8% +$21.7K 0.13% 55
2025
Q2 		$263K Sell
2,892
-50
-2% -$4.31K 0.12% 50
2025
Q1 		$256K Sell
2,942
-48
-2% -$4.51K 0.13% 46
2024
Q4 		$289K Buy
2,990
+236
+9% +$23.4K 0.15% 49
2024
Q3 		$264K Buy
+2,754
New +$257K 0.14% 52

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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 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 $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prosperitas Financial's AVUV Position: Q1 2026 in Review

Prosperitas Financial held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2026 at 3,199 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #62.

Prosperitas Financial first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Prosperitas Financial held 3,199 shares of Avantis US Small Cap Value ETF worth $353K as of Q1 2026.
  • Prosperitas Financial left its Avantis US Small Cap Value ETF share count unchanged in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.13% of Prosperitas Financial's portfolio in Q1 2026, its #62 holding.
  • Prosperitas Financial first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.