Sunbelt Securities’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Sunbelt Securities’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	$5.52K	Buy	50 +29	+138%	+$3.19K	﹤0.01%	1649
2025 Q4	$2.14K	Hold	21	–	–	﹤0.01%	1869
2025 Q3	$2.09K	Sell	21 -188	-90%	-$18.2K	﹤0.01%	1857
2025 Q2	$20.2K	Sell	209 -1	-0.5%	-$86	﹤0.01%	1170
2025 Q1	$18.3K	Buy	210 +1	+0.5%	+$94	﹤0.01%	1144
2024 Q4	$20.1K	Buy	209 +1	+0.5%	+$99	﹤0.01%	1173
2024 Q3	$20K	Buy	208 +1	+0.5%	+$93	﹤0.01%	1172
2024 Q2	$18.6K	Sell	207 -228	-52%	-$20.6K	﹤0.01%	1145
2024 Q1	$40.8K	Buy	435 +229	+111%	+$20.3K	﹤0.01%	925
2023 Q4	$18.5K	Buy	206 +1	+0.5%	+$80	﹤0.01%	1047
2023 Q3	$15.9K	Buy	205 +1	+0.5%	+$80	﹤0.01%	1061
2023 Q2	$15.8K	Buy	204 +1	+0.5%	+$74	﹤0.01%	1075
2023 Q1	$14.8K	Buy	+203	New	+$15.9K	﹤0.01%	1031

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunbelt Securities's AVUV Position: Q1 2026 in Review

Sunbelt Securities increased its Avantis US Small Cap Value ETF (AVUV) stake by 138% in Q1 2026, buying an estimated $3.19K and bringing the position to 50 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Sunbelt Securities first reported a position in AVUV in Q1 2023 and has held it in 13 quarters since. The position peaked at $40.8K in Q1 2024. 1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Sunbelt Securities held 50 shares of Avantis US Small Cap Value ETF worth $5.52K as of Q1 2026.
Sunbelt Securities bought 29 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $3.19K.
Avantis US Small Cap Value ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1649 holding.
Sunbelt Securities first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Avantis US Small Cap Value ETF position peaked at $40.8K in Q1 2024.
1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.