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Redmont Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Redmont Wealth 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 		$1.14M Buy
11,134
+5
+0% +$500 1.72% 14
2025
Q3 		$1.11M Sell
11,129
-6
-0.1% -$580 1.54% 15
2025
Q2 		$1.01M Sell
11,135
-679
-6% -$58.5K 1.49% 16
2025
Q1 		$1.03M Buy
11,814
+973
+9% +$91.4K 2.01% 10
2024
Q4 		$1.05M Buy
10,841
+7,538
+228% +$749K 1.81% 12
2024
Q3 		$317K Hold
3,303
– – 0.49% 54
2024
Q2 		$296K Buy
+3,303
New +$299K 0.47% 59

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

Redmont Wealth Advisors's AVUV Position: Q4 2025 in Review

Redmont Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.04% in Q4 2025, buying an estimated $500 and bringing the position to 11,134 shares worth $1.14M. The position accounts for 1.72% of the portfolio, ranked #14.

Redmont Wealth Advisors first reported a position in AVUV in Q2 2024 and has held it in 7 quarters since. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • Redmont Wealth Advisors held 11,134 shares of Avantis US Small Cap Value ETF worth $1.14M as of Q4 2025.
  • Redmont Wealth Advisors bought 5 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $500.
  • Avantis US Small Cap Value ETF made up 1.72% of Redmont Wealth Advisors's portfolio in Q4 2025, its #14 holding.
  • Redmont Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
  • 985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.