Autumn Glory Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Autumn Glory Partners’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	$630K	Hold	5,046	–	–	0.18%	120
2026 Q1	$557K	Hold	5,046	–	–	0.2%	112
2025 Q4	$515K	Hold	5,046	–	–	0.18%	124
2025 Q3	$502K	Hold	5,046	–	–	0.21%	117
2025 Q2	$460K	Hold	5,046	–	–	0.22%	119
2025 Q1	$440K	Buy	+5,046	New	+$474K	0.22%	115

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

Autumn Glory Partners's AVUV Position: Q2 2026 in Review

Autumn Glory Partners held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 5,046 shares worth $630K. The position accounts for 0.18% of the portfolio, ranked #120.

Autumn Glory Partners first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Autumn Glory Partners held 5,046 shares of Avantis US Small Cap Value ETF worth $630K as of Q2 2026.
Autumn Glory Partners left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 0.18% of Autumn Glory Partners's portfolio in Q2 2026, its #120 holding.
Autumn Glory Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.