Atria Investments’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Atria Investments’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	$24.5M	Sell	196,475 -6,284	-3%	-$750K	0.25%	71
2026 Q1	$22.4M	Sell	202,759 -24,608	-11%	-$2.71M	0.25%	69
2025 Q4	$23.2M	Sell	227,367 -11,227	-5%	-$1.12M	0.26%	57
2025 Q3	$23.7M	Sell	238,594 -7,234	-3%	-$700K	0.27%	59
2025 Q2	$22.4M	Buy	245,828 +24,228	+11%	+$2.09M	0.26%	62
2025 Q1	$19.3M	Sell	221,600 -5,427	-2%	-$510K	0.25%	71
2024 Q4	$21.9M	Sell	227,027 -30,755	-12%	-$3.06M	0.27%	65
2024 Q3	$24.7M	Buy	257,782 +188,295	+271%	+$17.6M	0.31%	58
2024 Q2	$6.23M	Buy	69,487 +22,446	+48%	+$2.03M	0.08%	281
2024 Q1	$4.41M	Buy	47,041 +5,296	+13%	+$469K	0.06%	378
2023 Q4	$3.75M	Sell	41,745 -16,054	-28%	-$1.28M	0.06%	375
2023 Q3	$4.51M	Buy	+57,799	New	+$4.64M	0.08%	309
2023 Q2	–	Sell	-17,996	Closed	-$1.33M	–	829
2023 Q1	$1.33M	Buy	+17,996	New	+$1.41M	0.03%	689

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

Atria Investments's AVUV Position: Q2 2026 in Review

Atria Investments reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3.1% in Q2 2026, selling an estimated $750K and leaving 196,475 shares worth $24.5M. The position accounts for 0.25% of the portfolio, ranked #71.

Atria Investments first reported a position in AVUV in Q1 2023 and has held it in 13 quarters since. The position peaked at $24.7M in Q3 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Atria Investments held 196,475 shares of Avantis US Small Cap Value ETF worth $24.5M as of Q2 2026.
Atria Investments sold 6,284 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $750K.
Avantis US Small Cap Value ETF made up 0.25% of Atria Investments's portfolio in Q2 2026, its #71 holding.
Atria Investments first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Atria Investments's Avantis US Small Cap Value ETF position peaked at $24.7M in Q3 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.