Advisory Resource Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Advisory Resource Group’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	$565K	Buy	+4,526	New	+$540K	0.08%	137

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Advisory Resource Group's AVUV Position: Q2 2026 in Review

Advisory Resource Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 4,526 shares worth $565K. The stake represents 0.08% of the portfolio and ranks #137 among its holdings.

204 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Advisory Resource Group held 4,526 shares of Avantis US Small Cap Value ETF worth $565K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Advisory Resource Group position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.08% of Advisory Resource Group's portfolio in Q2 2026, its #137 holding.
204 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.