SWM
AVUV icon

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

SHP 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 		$226K Sell
2,049
-459
-18% -$50.5K 0.02% 245
2025
Q4 		$256K Buy
+2,508
New +$251K 0.02% 216

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

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

SHP Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 18% in Q1 2026, selling an estimated $50.5K and leaving 2,049 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #245.

SHP Wealth Management first reported a position in AVUV in Q4 2025 and has held it in 2 quarters since. The position peaked at $256K in Q4 2025. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • SHP Wealth Management held 2,049 shares of Avantis US Small Cap Value ETF worth $226K as of Q1 2026.
  • SHP Wealth Management sold 459 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $50.5K.
  • Avantis US Small Cap Value ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #245 holding.
  • SHP Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Avantis US Small Cap Value ETF position peaked at $256K in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.