Avantax Planning Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Avantax Planning 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	$108M	Buy	864,456 +1,890	+0.2%	+$225K	2.68%	9
2026 Q1	$95.3M	Buy	862,566 +3,795	+0.4%	+$418K	2.62%	9
2025 Q4	$87.6M	Buy	858,771 +27,047	+3%	+$2.71M	2.45%	8
2025 Q3	$82.8M	Buy	831,724 +34,131	+4%	+$3.3M	2.37%	8
2025 Q2	$72.7M	Sell	797,593 -20,002	-2%	-$1.72M	2.31%	8
2025 Q1	$71.3M	Sell	817,595 -42,773	-5%	-$4.02M	2.52%	7
2024 Q4	$83.1M	Buy	860,368 +11,684	+1%	+$1.16M	2.99%	7
2024 Q3	$81.4M	Sell	848,684 -117,171	-12%	-$11M	2.92%	7
2024 Q2	$86.7M	Buy	965,855 +86,996	+10%	+$7.88M	2.79%	7
2024 Q1	$82.4M	Buy	+878,859	New	+$77.8M	2.67%	6

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

Avantax Planning Partners's AVUV Position: Q2 2026 in Review

Avantax Planning Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.22% in Q2 2026, buying an estimated $225K and bringing the position to 864,456 shares worth $108M. The position accounts for 2.68% of the portfolio, ranked #9.

Avantax Planning Partners first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Avantax Planning Partners held 864,456 shares of Avantis US Small Cap Value ETF worth $108M as of Q2 2026.
Avantax Planning Partners bought 1,890 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $225K.
Avantis US Small Cap Value ETF made up 2.68% of Avantax Planning Partners's portfolio in Q2 2026, its #9 holding.
Avantax Planning Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.