SAM
AVUV icon

Smartleaf Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Smartleaf Asset 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 		$16.2M Sell
150,051
-13,837
-8% -$1.52M 0.59% 29
2025
Q4 		$16.9M Buy
163,888
+163,714
+94,089% +$16.4M 0.64% 28
2025
Q3 		$17.5K Sell
174
-696
-80% -$67.3K ﹤0.01% 1865
2025
Q2 		$79.4K Buy
870
+140
+19% +$12.1K 0.01% 956
2025
Q1 		$63.6K Hold
730
– – 0.01% 1031
2024
Q4 		$70.2K Buy
730
+29
+4% +$2.88K 0.01% 1018
2024
Q3 		$67K Hold
701
– – 0.01% 820
2024
Q2 		$62.2K Buy
+701
New +$63.5K 0.01% 688

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LPL Financial
LPL Financial San Diego, California $376B 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 $431B AUM 30.22% 1-Year Est. Return