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BOLTON SECURITIES CORPORATION’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.25M Buy
+11,355
New +$1.25M 0.06% 329
2025
Q3 		$1.12M Buy
+11,265
New +$1.09M 0.05% 343
2025
Q1 		$880K Buy
+10,090
New +$948K 0.05% 364

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AVUV Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 11,355 shares worth $1.25M. The stake represents 0.06% of the portfolio and ranks #329 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in AVUV as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in AVUV in Q1 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 11,355 shares of Avantis US Small Cap Value ETF worth $1.25M as of Q1 2026.
  • Avantis US Small Cap Value ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #329 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.