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Triune Financial Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Triune Financial 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 		$663K Buy
6,005
+16
+0.3% +$1.76K 0.16% 21
2025
Q4 		$654K Buy
5,989
+11
+0.2% +$1.1K 0.15% 21
2025
Q3 		$595K Buy
5,978
+27
+0.5% +$2.61K 0.15% 20
2025
Q2 		$542K Buy
5,951
+29
+0.5% +$2.5K 0.15% 20
2025
Q1 		$516K Buy
5,922
+22
+0.4% +$2.07K 0.16% 17
2024
Q4 		$570K Buy
5,900
+3
+0.1% +$298 0.18% 14
2024
Q3 		$566K Sell
5,897
-280
-5% -$26.2K 0.18% 13
2024
Q2 		$554K Buy
6,177
+247
+4% +$22.4K 0.19% 14
2024
Q1 		$556K Buy
5,930
+20
+0.3% +$1.77K 0.19% 15
2023
Q4 		$531K Sell
5,910
-61
-1% -$4.88K 0.2% 15
2023
Q3 		$465K Buy
5,971
+63
+1% +$5.06K 0.19% 17
2023
Q2 		$459K Buy
5,908
+29
+0.5% +$2.13K 0.19% 16
2023
Q1 		$435K Buy
5,879
+22
+0.4% +$1.72K 0.19% 15
2022
Q4 		$436K Buy
+5,857
New +$441K 0.21% 16

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

Triune Financial Partners's AVUV Position: Q1 2026 in Review

Triune Financial Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.27% in Q1 2026, buying an estimated $1.76K and bringing the position to 6,005 shares worth $663K. The position accounts for 0.16% of the portfolio, ranked #21.

Triune Financial Partners first reported a position in AVUV in Q4 2022 and has held it in 14 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Triune Financial Partners held 6,005 shares of Avantis US Small Cap Value ETF worth $663K as of Q1 2026.
  • Triune Financial Partners bought 16 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.76K.
  • Avantis US Small Cap Value ETF made up 0.16% of Triune Financial Partners's portfolio in Q1 2026, its #21 holding.
  • Triune Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.