Skyview Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Skyview Financial Group’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	$2.62M	Buy	+25,663	New	+$2.57M	2.7%	16

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

Skyview Financial Group's AVUV Position: Q4 2025 in Review

Skyview Financial Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q4 2025: 25,663 shares worth $2.62M. The stake represents 2.7% of the portfolio and ranks #16 among its holdings.

985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

Skyview Financial Group held 25,663 shares of Avantis US Small Cap Value ETF worth $2.62M as of Q4 2025.
Avantis US Small Cap Value ETF was a new Skyview Financial Group position in Q4 2025.
Avantis US Small Cap Value ETF made up 2.7% of Skyview Financial Group's portfolio in Q4 2025, its #16 holding.
985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Skyview Financial Group's 13F filing for Q4 2025, filed 18 Feb 2026.