Arista Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Arista Wealth 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	$744K	Buy	5,966 +158	+3%	+$18.8K	0.08%	130
2026 Q1	$642K	Buy	5,808 +1,290	+29%	+$142K	0.08%	133
2025 Q4	$461K	Sell	4,518 -3	-0.1%	-$300	0.06%	147
2025 Q3	$450K	Sell	4,521 -3,304	-42%	-$320K	0.06%	157
2025 Q2	$713K	Buy	7,825 +1,767	+29%	+$152K	0.1%	115
2025 Q1	$528K	Sell	6,058 -111	-2%	-$10.4K	0.13%	40
2024 Q4	$595K	Sell	6,169 -1,283	-17%	-$127K	0.14%	38
2024 Q3	$715K	Buy	+7,452	New	+$697K	0.17%	30

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

Arista Wealth Management's AVUV Position: Q2 2026 in Review

Arista Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.7% in Q2 2026, buying an estimated $18.8K and bringing the position to 5,966 shares worth $744K. The position accounts for 0.08% of the portfolio, ranked #130.

Arista Wealth Management first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Arista Wealth Management held 5,966 shares of Avantis US Small Cap Value ETF worth $744K as of Q2 2026.
Arista Wealth Management bought 158 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $18.8K.
Avantis US Small Cap Value ETF made up 0.08% of Arista Wealth Management's portfolio in Q2 2026, its #130 holding.
Arista Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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