AWA
AVUV icon

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

Arkadios 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 		$2.29M Buy
18,343
+3,240
+21% +$386K 0.03% 485
2026
Q1 		$1.67M Buy
15,103
+4,326
+40% +$476K 0.03% 584
2025
Q4 		$1.1M Sell
10,777
-163
-1% -$16.3K 0.02% 659
2025
Q3 		$1.09M Sell
10,940
-225
-2% -$21.8K 0.03% 607
2025
Q2 		$1.02M Buy
11,165
+1,222
+12% +$105K 0.03% 565
2025
Q1 		$867K Buy
9,943
+842
+9% +$79.1K 0.03% 509
2024
Q4 		$879K Buy
9,101
+12
+0.1% +$1.19K 0.05% 362
2024
Q3 		$872K Buy
+9,089
New +$850K 0.05% 356

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

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

Arkadios Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 21% in Q2 2026, buying an estimated $386K and bringing the position to 18,343 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #485.

Arkadios Wealth Advisors first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Arkadios Wealth Advisors held 18,343 shares of Avantis US Small Cap Value ETF worth $2.29M as of Q2 2026.
  • Arkadios Wealth Advisors bought 3,240 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $386K.
  • Avantis US Small Cap Value ETF made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #485 holding.
  • Arkadios Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.