TWP
AVUV icon

Tower Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Tower Wealth Partners’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 		$1.65M Sell
14,927
-86
-0.6% -$9.47K 0.91% 17
2025
Q4 		$1.53M Buy
15,013
+289
+2% +$28.9K 0.84% 17
2025
Q3 		$1.47M Buy
14,724
+598
+4% +$57.8K 0.81% 19
2025
Q2 		$1.29M Sell
14,126
-121,521
-90% -$10.5M 0.76% 19
2025
Q1 		$11.8M Buy
135,647
+1,009
+0.7% +$94.8K 6.32% 6
2024
Q4 		$13M Buy
134,638
+990
+0.7% +$98.4K 6.8% 6
2024
Q3 		$12.8M Buy
133,648
+189
+0.1% +$17.7K 7.46% 6
2024
Q2 		$12M Buy
133,459
+1,776
+1% +$161K 7.39% 6
2024
Q1 		$12.3M Buy
131,683
+1,788
+1% +$158K 8.01% 5
2023
Q4 		$11.7M Buy
129,895
+1,439
+1% +$115K 8.24% 5
2023
Q3 		$10M Buy
128,456
+468
+0.4% +$37.6K 8.23% 5
2023
Q2 		$9.93M Buy
127,988
+8,648
+7% +$636K 7.96% 5
2023
Q1 		$8.84M Buy
119,340
+1,368
+1% +$107K 7.38% 6
2022
Q4 		$8.79M Buy
117,972
+2,607
+2% +$196K 7.66% 6
2022
Q3 		$8.82M Buy
+115,365
New +$8.41M 8.37% 5

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 $377B 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 $432B AUM 30.22% 1-Year Est. Return

Tower Wealth Partners's AVUV Position: Q1 2026 in Review

Tower Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.57% in Q1 2026, selling an estimated $9.47K and leaving 14,927 shares worth $1.65M. The position accounts for 0.91% of the portfolio, ranked #17.

Tower Wealth Partners first reported a position in AVUV in Q3 2022 and has held it in 15 quarters since. The position peaked at $13M in Q4 2024. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Tower Wealth Partners held 14,927 shares of Avantis US Small Cap Value ETF worth $1.65M as of Q1 2026.
  • Tower Wealth Partners sold 86 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $9.47K.
  • Avantis US Small Cap Value ETF made up 0.91% of Tower Wealth Partners's portfolio in Q1 2026, its #17 holding.
  • Tower Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Tower Wealth Partners's Avantis US Small Cap Value ETF position peaked at $13M in Q4 2024.
  • 1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.