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

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

Abound Wealth Management's AVUV Position: Q2 2026 in Review

Abound Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 149% in Q2 2026, buying an estimated $25K and bringing the position to 351 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #255.

Abound Wealth Management first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Abound Wealth Management held 351 shares of Avantis US Small Cap Value ETF worth $43.7K as of Q2 2026.
Abound Wealth Management bought 210 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $25K.
Avantis US Small Cap Value ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #255 holding.
Abound Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.