Westside Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Westside Investment Management’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	$6.21M	Buy	56,161 +4,678	+9%	+$515K	0.95%	23
2025 Q4	$5.26M	Buy	51,483 +3,098	+6%	+$310K	0.84%	27
2025 Q3	$4.82M	Sell	48,385 -379	-0.8%	-$36.7K	0.77%	31
2025 Q2	$4.45M	Buy	48,764 +5,260	+12%	+$453K	0.83%	29
2025 Q1	$3.79M	Buy	43,504 +11,987	+38%	+$1.13M	0.81%	32
2024 Q4	$3.04M	Buy	31,517 +1,470	+5%	+$146K	0.64%	39
2024 Q3	$2.88M	Buy	30,047 +8,455	+39%	+$790K	0.61%	43
2024 Q2	$1.94M	Buy	21,592 +1,700	+9%	+$154K	0.44%	55
2024 Q1	$1.86M	Buy	19,892 +3,655	+23%	+$323K	0.45%	55
2023 Q4	$1.46M	Buy	16,237 +9,895	+156%	+$792K	0.37%	67
2023 Q3	$494K	Buy	6,342 +1,395	+28%	+$112K	0.14%	137
2023 Q2	$384K	Buy	4,947 +1,630	+49%	+$120K	0.11%	159
2023 Q1	$246K	Buy	3,317 +1,385	+72%	+$108K	0.07%	187
2022 Q4	$7.52K	Buy	+1,932	New	+$145K	0.02%	203

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Westside Investment Management's AVUV Position: Q1 2026 in Review

Westside Investment Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 9.1% in Q1 2026, buying an estimated $515K and bringing the position to 56,161 shares worth $6.21M. The position accounts for 0.95% of the portfolio, ranked #23.

Westside Investment Management 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.

Westside Investment Management held 56,161 shares of Avantis US Small Cap Value ETF worth $6.21M as of Q1 2026.
Westside Investment Management bought 4,678 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $515K.
Avantis US Small Cap Value ETF made up 0.95% of Westside Investment Management's portfolio in Q1 2026, its #23 holding.
Westside Investment Management 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 Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.