Avior Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Avior Wealth Management’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	$73.6M	Buy	590,250 +310,664	+111%	+$37.1M	1.94%	5
2026 Q1	$30.9M	Sell	279,586 -13,177	-5%	-$1.45M	0.88%	25
2025 Q4	$29.9M	Sell	292,763 -10,075	-3%	-$1.01M	0.93%	24
2025 Q3	$30.1M	Sell	302,838 -25,616	-8%	-$2.48M	0.97%	24
2025 Q2	$29.9M	Buy	328,454 +62,837	+24%	+$5.42M	1.03%	23
2025 Q1	$23.2M	Buy	265,617 +81,812	+45%	+$7.69M	0.88%	26
2024 Q4	$17.7M	Buy	183,805 +183,674	+140,209%	+$18.2M	0.65%	40
2024 Q3	$12.6K	Sell	131 -94	-42%	-$8.79K	﹤0.01%	1488
2024 Q2	$20.2K	Hold	225	–	–	﹤0.01%	1346
2024 Q1	$21.1K	Buy	+225	New	+$19.9K	﹤0.01%	1582
2022 Q4	–	Sell	-5	Closed	–	–	1282
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1152
2022 Q2	$0	Buy	+5	New	+$378	﹤0.01%	1061

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

Avior Wealth Management's AVUV Position: Q2 2026 in Review

Avior Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 111% in Q2 2026, buying an estimated $37.1M and bringing the position to 590,250 shares worth $73.6M. The position accounts for 1.94% of the portfolio, ranked #5.

Avior Wealth Management first reported a position in AVUV in Q2 2022 and has held it in 12 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Avior Wealth Management held 590,250 shares of Avantis US Small Cap Value ETF worth $73.6M as of Q2 2026.
Avior Wealth Management bought 310,664 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $37.1M.
Avantis US Small Cap Value ETF made up 1.94% of Avior Wealth Management's portfolio in Q2 2026, its #5 holding.
Avior Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 12 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.