Advisornet Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Advisornet Financial’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	$97.2K	Sell	779 -196	-20%	-$23.4K	﹤0.01%	891
2026 Q1	$108K	Buy	975 +868	+811%	+$95.6K	0.01%	797
2025 Q4	$10.9K	Hold	107	–	–	﹤0.01%	1514
2025 Q3	$10.7K	Hold	107	–	–	﹤0.01%	1497
2025 Q2	$9.75K	Hold	107	–	–	﹤0.01%	1492
2025 Q1	$9.33K	Buy	107 +97	+970%	+$9.11K	﹤0.01%	1439
2024 Q4	$965	Sell	10 -50	-83%	-$4.97K	﹤0.01%	1692
2024 Q3	$5.76K	Hold	60	–	–	﹤0.01%	1552
2024 Q2	$5.38K	Hold	60	–	–	﹤0.01%	1453
2024 Q1	$5.62K	Sell	60 -346	-85%	-$30.6K	﹤0.01%	1414
2023 Q4	$36.5K	Buy	406 +346	+577%	+$27.7K	﹤0.01%	906
2023 Q3	$4.68K	Hold	60	–	–	﹤0.01%	1436
2023 Q2	$4.66K	Hold	60	–	–	﹤0.01%	1523
2023 Q1	$4.44K	Buy	+60	New	+$4.7K	﹤0.01%	1525
2022 Q3	–	Sell	-506	Closed	-$35K	–	1864
2022 Q2	$35K	Buy	+506	New	+$38.3K	﹤0.01%	976

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

Advisornet Financial's AVUV Position: Q2 2026 in Review

Advisornet Financial reduced its Avantis US Small Cap Value ETF (AVUV) stake by 20% in Q2 2026, selling an estimated $23.4K and leaving 779 shares worth $97.2K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Advisornet Financial first reported a position in AVUV in Q2 2022 and has held it in 15 quarters since. The position peaked at $108K in Q1 2026. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Advisornet Financial held 779 shares of Avantis US Small Cap Value ETF worth $97.2K as of Q2 2026.
Advisornet Financial sold 196 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $23.4K.
Avantis US Small Cap Value ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #891 holding.
Advisornet Financial first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
Advisornet Financial's Avantis US Small Cap Value ETF position peaked at $108K in Q1 2026.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.