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

Running Point 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	$6.51M	Sell	63,805 -13,630	-18%	-$1.36M	1.77%	14
2025 Q3	$7.71M	Buy	77,435 +1,142	+1%	+$110K	2.06%	11
2025 Q2	$6.95M	Buy	76,293 +24,608	+48%	+$2.12M	1.92%	11
2025 Q1	$4.51M	Sell	51,685 -2,335	-4%	-$219K	1.43%	19
2024 Q4	$5.21M	Buy	54,020 +8,845	+20%	+$879K	1.79%	17
2024 Q3	$4.33M	Buy	45,175 +538	+1%	+$50.3K	1.67%	20
2024 Q2	$4M	Buy	44,637 +4,926	+12%	+$446K	1.65%	18
2024 Q1	$3.72M	Buy	39,711 +5,935	+18%	+$525K	1.67%	19
2023 Q4	$3.03M	Buy	+33,776	New	+$2.7M	1.48%	19

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Running Point Capital Advisors's AVUV Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 18% in Q4 2025, selling an estimated $1.36M and leaving 63,805 shares worth $6.51M. The position accounts for 1.77% of the portfolio, ranked #14.

Running Point Capital Advisors first reported a position in AVUV in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.71M in Q3 2025. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

Running Point Capital Advisors held 63,805 shares of Avantis US Small Cap Value ETF worth $6.51M as of Q4 2025.
Running Point Capital Advisors sold 13,630 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $1.36M.
Avantis US Small Cap Value ETF made up 1.77% of Running Point Capital Advisors's portfolio in Q4 2025, its #14 holding.
Running Point Capital Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Running Point Capital Advisors's Avantis US Small Cap Value ETF position peaked at $7.71M in Q3 2025.
985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.