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Wealthspire Advisors (New York)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-450
Closed -$44.8K – 1191
2025
Q3 		$44.8K Buy
+450
New +$43.5K ﹤0.01% 1290

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVUV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Avantis US Small Cap Value ETF (AVUV) in Q4 2025, closing a stake of 450 shares — an estimated $44.8K sold.

Wealthspire Advisors (New York) first reported a position in AVUV in Q3 2025 and held it in 1 quarter. The position peaked at $44.8K in Q3 2025. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Avantis US Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 450 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $44.8K.
  • Wealthspire Advisors (New York) first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Avantis US Small Cap Value ETF position peaked at $44.8K in Q3 2025.
  • 985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.