Abound Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Abound Wealth 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 Q2	$43.7K	Buy	351 +210	+149%	+$25K	0.01%	255
2026 Q1	$15.5K	Hold	141	–	–	﹤0.01%	443
2025 Q4	$14.3K	Hold	141	–	–	﹤0.01%	433
2025 Q3	$14K	Hold	141	–	–	﹤0.01%	427
2025 Q2	$12.8K	Hold	141	–	–	﹤0.01%	400
2025 Q1	$12.3K	Hold	141	–	–	﹤0.01%	376
2024 Q4	$13.6K	Hold	141	–	–	﹤0.01%	343
2024 Q3	$13.5K	Hold	141	–	–	﹤0.01%	366
2024 Q2	$12.6K	Hold	141	–	–	﹤0.01%	329
2024 Q1	$13.2K	Hold	141	–	–	0.01%	324
2023 Q4	$12.6K	Hold	141	–	–	0.01%	335
2023 Q3	$11K	Hold	141	–	–	﹤0.01%	311
2023 Q2	$10.9K	Hold	141	–	–	﹤0.01%	318
2023 Q1	$10.4K	Hold	141	–	–	﹤0.01%	280
2022 Q4	$10.5K	Hold	141	–	–	0.01%	257
2022 Q3	$9.3K	Buy	+141	New	+$10.3K	0.01%	283

Other funds holding AVUV

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return