Allegiance Financial Group Advisory Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Allegiance Financial Group Advisory Services's AVUV Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.4% in Q2 2026, buying an estimated $2.17M and bringing the position to 264,812 shares worth $33M. The position accounts for 5.72% of the portfolio, ranked #5.

Allegiance Financial Group Advisory Services first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

• Allegiance Financial Group Advisory Services held 264,812 shares of Avantis US Small Cap Value ETF worth $33M as of Q2 2026.
• Allegiance Financial Group Advisory Services bought 18,216 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.17M.
• Avantis US Small Cap Value ETF made up 5.72% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #5 holding.
• Allegiance Financial Group Advisory Services first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
• 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.