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Prosperity Capital Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Prosperity Capital Advisors’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
2025
Q4 		– Sell
-22,161
Closed -$2.21M – 384
2025
Q3 		$2.21M Sell
22,161
-1,920
-8% -$186K 0.13% 119
2025
Q2 		$2.19M Sell
24,081
-616
-2% -$53.1K 0.14% 119
2025
Q1 		$2.16M Sell
24,697
-1,526
-6% -$143K 0.17% 97
2024
Q4 		$2.53M Sell
26,223
-5,131
-16% -$510K 0.21% 83
2024
Q3 		$3.01M Buy
31,354
+4,851
+18% +$453K 0.26% 79
2024
Q2 		$2.38M Buy
26,503
+6,074
+30% +$550K 0.26% 74
2024
Q1 		$1.91M Buy
20,429
+5,594
+38% +$495K 0.23% 74
2023
Q4 		$1.33M Buy
14,835
+5,605
+61% +$448K 0.14% 79
2023
Q3 		$720K Sell
9,230
-461
-5% -$37K 0.1% 110
2023
Q2 		$752K Buy
9,691
+2,041
+27% +$150K 0.11% 107
2023
Q1 		$567K Buy
+7,650
New +$599K 0.09% 109

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $1.89T AUM 35.08% 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 $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prosperity Capital Advisors's AVUV Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 22,161 shares — an estimated $2.21M sold.

Prosperity Capital Advisors first reported a position in AVUV in Q1 2023 and held it in 11 quarters. The position peaked at $3.01M in Q3 2024. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • Prosperity Capital Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Capital Advisors sold 22,161 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $2.21M.
  • Prosperity Capital Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and held it in 11 quarters.
  • Prosperity Capital Advisors's Avantis US Small Cap Value ETF position peaked at $3.01M in Q3 2024.
  • 985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.