AIM
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Access Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Access Investment 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 		– Sell
-2,595
Closed -$287K – 149
2026
Q1 		$287K Buy
+2,595
New +$286K 0.08% 78

Other funds holding AVUV

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LPL Financial
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Access Investment Management's AVUV Position: Q2 2026 in Review

Access Investment Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 2,595 shares — an estimated $287K sold.

Access Investment Management first reported a position in AVUV in Q1 2026 and held it in 1 quarter. The position peaked at $287K in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Access Investment Management reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Access Investment Management sold 2,595 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $287K.
  • Access Investment Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Access Investment Management's Avantis US Small Cap Value ETF position peaked at $287K in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.