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

Atria Wealth Solutions’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
2025 Q2	$631K	Sell	6,908 -25,631	-79%	-$2.21M	0.01%	820
2025 Q1	$2.84M	Sell	32,539 -16,715	-34%	-$1.57M	0.03%	512
2024 Q4	$4.75M	Buy	49,254 +4,421	+10%	+$439K	0.05%	364
2024 Q3	$4.3M	Buy	44,833 +4,914	+12%	+$459K	0.05%	385
2024 Q2	$3.58M	Buy	39,919 +196	+0.5%	+$17.8K	0.04%	429
2024 Q1	$3.72M	Buy	39,723 +11,725	+42%	+$1.04M	0.04%	426
2023 Q4	$2.51M	Buy	27,998 +7,269	+35%	+$582K	0.03%	534
2023 Q3	$1.62M	Buy	20,729 +5,444	+36%	+$437K	0.02%	630
2023 Q2	$1.19M	Buy	15,285 +782	+5%	+$57.5K	0.02%	771
2023 Q1	$1.07M	Buy	14,503 +263	+2%	+$20.6K	0.02%	766
2022 Q4	$1.06M	Buy	14,240 +440	+3%	+$33.1K	0.02%	719
2022 Q3	$913K	Buy	13,800 +1,308	+10%	+$95.4K	0.02%	744
2022 Q2	$854K	Sell	12,492 -852	-6%	-$64.5K	0.02%	759
2022 Q1	$1.07M	Buy	+13,344	New	+$1.06M	0.02%	703

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Atria Wealth Solutions's AVUV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Avantis US Small Cap Value ETF (AVUV) stake by 79% in Q2 2025, selling an estimated $2.21M and leaving 6,908 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #820.

Atria Wealth Solutions first reported a position in AVUV in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.75M in Q4 2024. 861 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

Atria Wealth Solutions held 6,908 shares of Avantis US Small Cap Value ETF worth $631K as of Q2 2025.
Atria Wealth Solutions sold 25,631 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $2.21M.
Avantis US Small Cap Value ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #820 holding.
Atria Wealth Solutions first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Avantis US Small Cap Value ETF position peaked at $4.75M in Q4 2024.
861 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.