Avidian Wealth Enterprises’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Avidian Wealth Enterprises’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	$738K	Buy	5,919 +904	+18%	+$108K	0.02%	391
2026 Q1	$554K	Sell	5,015 -298	-6%	-$32.8K	0.02%	413
2025 Q4	$542K	Buy	5,313 +1,451	+38%	+$145K	0.02%	357
2025 Q3	$384K	Sell	3,862 -330	-8%	-$31.9K	0.01%	421
2025 Q2	$382K	Buy	4,192 +3	+0.1%	+$259	0.02%	393
2025 Q1	$365K	Sell	4,189 -352	-8%	-$33.1K	0.02%	371
2024 Q4	$438K	Buy	4,541 +5	+0.1%	+$497	0.02%	321
2024 Q3	$435K	Buy	4,536 +415	+10%	+$38.8K	0.02%	322
2024 Q2	$370K	Buy	4,121 +167	+4%	+$15.1K	0.02%	351
2024 Q1	$371K	Buy	3,954 +2	+0.1%	+$177	0.02%	321
2023 Q4	$355K	Buy	+3,952	New	+$316K	0.02%	314

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

Avidian Wealth Enterprises's AVUV Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Avantis US Small Cap Value ETF (AVUV) stake by 18% in Q2 2026, buying an estimated $108K and bringing the position to 5,919 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #391.

Avidian Wealth Enterprises first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Avidian Wealth Enterprises held 5,919 shares of Avantis US Small Cap Value ETF worth $738K as of Q2 2026.
Avidian Wealth Enterprises bought 904 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $108K.
Avantis US Small Cap Value ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #391 holding.
Avidian Wealth Enterprises first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.