AWA
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Arbor Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Arbor Wealth Advisors’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 		$4.51M Buy
36,134
+6,133
+20% +$732K 2.76% 8
2026
Q1 		$3.31M Buy
30,001
+1,691
+6% +$186K 2.33% 9
2025
Q4 		$2.89M Buy
28,310
+5,445
+24% +$545K 2.06% 11
2025
Q3 		$2.28M Buy
22,865
+1,170
+5% +$113K 1.7% 12
2025
Q2 		$1.98M Buy
21,695
+3,340
+18% +$288K 1.6% 12
2025
Q1 		$1.6M Buy
18,355
+4,452
+32% +$418K 1.43% 14
2024
Q4 		$1.34M Buy
13,903
+3,425
+33% +$340K 1.2% 16
2024
Q3 		$1.01M Buy
10,478
+3,245
+45% +$303K 0.91% 17
2024
Q2 		$649K Buy
7,233
+3,913
+118% +$354K 0.64% 26
2024
Q1 		$311K Buy
3,320
+575
+21% +$50.9K 0.29% 39
2023
Q4 		$247K Buy
+2,745
New +$220K 0.25% 42

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Arbor Wealth Advisors's AVUV Position: Q2 2026 in Review

Arbor Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 20% in Q2 2026, buying an estimated $732K and bringing the position to 36,134 shares worth $4.51M. The position accounts for 2.76% of the portfolio, ranked #8.

Arbor Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Arbor Wealth Advisors held 36,134 shares of Avantis US Small Cap Value ETF worth $4.51M as of Q2 2026.
  • Arbor Wealth Advisors bought 6,133 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $732K.
  • Avantis US Small Cap Value ETF made up 2.76% of Arbor Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Arbor Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.