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1620 Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

1620 Investment Advisors’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
Q2 		$10.6K Sell
85
-20
-19% -$2.39K 0.01% 483
2026
Q1 		$11.6K Hold
105
– – 0.01% 456
2025
Q4 		$10.7K Hold
105
– – 0.01% 457
2025
Q3 		$10.5K Hold
105
– – 0.01% 445
2025
Q2 		$9.57K Buy
+105
New +$9.05K 0.01% 463

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

1620 Investment Advisors's AVUV Position: Q2 2026 in Review

1620 Investment Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 19% in Q2 2026, selling an estimated $2.39K and leaving 85 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #483.

1620 Investment Advisors first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.6K in Q1 2026. 534 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • 1620 Investment Advisors held 85 shares of Avantis US Small Cap Value ETF worth $10.6K as of Q2 2026.
  • 1620 Investment Advisors sold 20 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.39K.
  • Avantis US Small Cap Value ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #483 holding.
  • 1620 Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1620 Investment Advisors's Avantis US Small Cap Value ETF position peaked at $11.6K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.