SWM
AVUV icon

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

Seaside Wealth Management’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 		$1.57M Sell
14,210
-30
-0.2% -$3.3K 0.44% 18
2025
Q4 		$1.45M Buy
14,240
+54
+0.4% +$5.4K 0.41% 19
2025
Q3 		$1.41M Sell
14,186
-491
-3% -$47.5K 0.42% 22
2025
Q2 		$1.34M Sell
14,677
-5,190
-26% -$447K 0.43% 21
2025
Q1 		$1.73M Buy
19,867
+10,598
+114% +$996K 0.62% 15
2024
Q4 		$895K Buy
9,269
+932
+11% +$92.6K 0.33% 24
2024
Q3 		$800K Sell
8,337
-141
-2% -$13.2K 0.3% 26
2024
Q2 		$761K Sell
8,478
-114
-1% -$10.3K 0.32% 26
2024
Q1 		$805K Sell
8,592
-119
-1% -$10.5K 0.34% 25
2023
Q4 		$782K Buy
8,711
+3,099
+55% +$248K 0.36% 24
2023
Q3 		$437K Sell
5,612
-224
-4% -$18K 0.22% 29
2023
Q2 		$453K Sell
5,836
-96
-2% -$7.06K 0.23% 30
2023
Q1 		$440K Buy
5,932
+164
+3% +$12.8K 0.27% 28
2022
Q4 		$430K Sell
5,768
-665
-10% -$50K 0.28% 28
2022
Q3 		$491K Buy
6,433
+1,944
+43% +$142K 0.34% 27
2022
Q2 		$340K Buy
+4,489
New +$340K 0.26% 30

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

Seaside Wealth Management's AVUV Position: Q1 2026 in Review

Seaside Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.21% in Q1 2026, selling an estimated $3.3K and leaving 14,210 shares worth $1.57M. The position accounts for 0.44% of the portfolio, ranked #18.

Seaside Wealth Management first reported a position in AVUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q1 2025. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Seaside Wealth Management held 14,210 shares of Avantis US Small Cap Value ETF worth $1.57M as of Q1 2026.
  • Seaside Wealth Management sold 30 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $3.3K.
  • Avantis US Small Cap Value ETF made up 0.44% of Seaside Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Seaside Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • Seaside Wealth Management's Avantis US Small Cap Value ETF position peaked at $1.73M in Q1 2025.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.