55 North Private Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

55 North Private Wealth’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	$2.53M	Sell	20,243 -234	-1%	-$27.9K	0.5%	28
2026 Q1	$2.26M	Buy	20,477 +41	+0.2%	+$4.51K	0.58%	27
2025 Q4	$2.08M	Buy	+20,436	New	+$2.04M	0.55%	29

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

55 North Private Wealth's AVUV Position: Q2 2026 in Review

55 North Private Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.1% in Q2 2026, selling an estimated $27.9K and leaving 20,243 shares worth $2.53M. The position accounts for 0.5% of the portfolio, ranked #28.

55 North Private Wealth first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,140 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

55 North Private Wealth held 20,243 shares of Avantis US Small Cap Value ETF worth $2.53M as of Q2 2026.
55 North Private Wealth sold 234 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $27.9K.
Avantis US Small Cap Value ETF made up 0.5% of 55 North Private Wealth's portfolio in Q2 2026, its #28 holding.
55 North Private Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,140 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.