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

Signal Advisors Wealth’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	$1.9M	Buy	17,155 +3,409	+25%	+$375K	0.13%	148
2025 Q4	$1.4M	Buy	13,746 +35	+0.3%	+$3.5K	0.11%	152
2025 Q3	$1.36M	Sell	13,711 -47	-0.3%	-$4.55K	0.12%	139
2025 Q2	$1.25M	Buy	13,758 +310	+2%	+$26.7K	0.1%	190
2025 Q1	$1.17M	Buy	13,448 +777	+6%	+$73K	0.11%	172
2024 Q4	$1.22M	Sell	12,671 -222	-2%	-$22.1K	0.14%	158
2024 Q3	$1.24M	Buy	+12,893	New	+$1.21M	0.18%	142

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signal Advisors Wealth's AVUV Position: Q1 2026 in Review

Signal Advisors Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 25% in Q1 2026, buying an estimated $375K and bringing the position to 17,155 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #148.

Signal Advisors Wealth first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Signal Advisors Wealth held 17,155 shares of Avantis US Small Cap Value ETF worth $1.9M as of Q1 2026.
Signal Advisors Wealth bought 3,409 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $375K.
Avantis US Small Cap Value ETF made up 0.13% of Signal Advisors Wealth's portfolio in Q1 2026, its #148 holding.
Signal Advisors Wealth first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.