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Steward Partners Investment Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Steward Partners Investment Advisory’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 		$13.3M Buy
120,141
+11,612
+11% +$1.28M 0.07% 269
2025
Q4 		$11.1M Buy
108,529
+788
+0.7% +$78.8K 0.06% 275
2025
Q3 		$10.7M Buy
107,741
+36,966
+52% +$3.58M 0.06% 266
2025
Q2 		$6.45M Buy
70,775
+9,956
+16% +$858K 0.05% 362
2025
Q1 		$5.3M Buy
60,819
+3,526
+6% +$331K 0.05% 382
2024
Q4 		$5.53M Buy
57,293
+3,979
+7% +$395K 0.05% 350
2024
Q3 		$5.12M Buy
53,314
+12,413
+30% +$1.16M 0.05% 354
2024
Q2 		$3.67M Buy
40,901
+1,401
+4% +$127K 0.04% 409
2024
Q1 		$3.7M Sell
39,500
-4,580
-10% -$405K 0.04% 403
2023
Q4 		$3.96M Sell
44,080
-22,097
-33% -$1.77M 0.05% 329
2023
Q3 		$5.16M Sell
66,177
-876
-1% -$70.4K 0.08% 252
2023
Q2 		$5.2M Sell
67,053
-4,110
-6% -$302K 0.08% 255
2023
Q1 		$5.27M Sell
71,163
-160,609
-69% -$12.6M 0.08% 241
2022
Q4 		$17.3M Buy
231,772
+210,620
+996% +$15.8M 0.29% 78
2022
Q3 		$1.4M Buy
21,152
+106
+0.5% +$7.73K 0.03% 532
2022
Q2 		$1.44M Sell
21,046
-1,757
-8% -$133K 0.03% 533
2022
Q1 		$1.82M Buy
22,803
+4,220
+23% +$334K 0.03% 504
2021
Q4 		$1.48M Buy
18,583
+2,587
+16% +$206K 0.02% 583
2021
Q3 		$1.21M Buy
+15,996
New +$1.19M 0.02% 604

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

Steward Partners Investment Advisory's AVUV Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q1 2026, buying an estimated $1.28M and bringing the position to 120,141 shares worth $13.3M. The position accounts for 0.07% of the portfolio, ranked #269.

Steward Partners Investment Advisory first reported a position in AVUV in Q3 2021 and has held it in 19 quarters since. The position peaked at $17.3M in Q4 2022. 1,058 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Steward Partners Investment Advisory held 120,141 shares of Avantis US Small Cap Value ETF worth $13.3M as of Q1 2026.
  • Steward Partners Investment Advisory bought 11,612 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.28M.
  • Avantis US Small Cap Value ETF made up 0.07% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #269 holding.
  • Steward Partners Investment Advisory first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's Avantis US Small Cap Value ETF position peaked at $17.3M in Q4 2022.
  • 1,058 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.