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Balboa Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Balboa Wealth 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 		$401K Buy
3,212
+2
+0.1% +$239 0.05% 282
2026
Q1 		$355K Buy
3,210
+2
+0.1% +$220 0.06% 266
2025
Q4 		$327K Sell
3,208
-347
-10% -$34.7K 0.05% 272
2025
Q3 		$354K Buy
3,555
+4
+0.1% +$387 0.06% 240
2025
Q2 		$324K Buy
3,551
+246
+7% +$21.2K 0.06% 236
2025
Q1 		$288K Sell
3,305
-565
-15% -$53.1K 0.07% 208
2024
Q4 		$374K Sell
3,870
-1,904
-33% -$189K 0.09% 172
2024
Q3 		$554K Buy
5,774
+205
+4% +$19.2K 0.14% 128
2024
Q2 		$500K Sell
5,569
-397
-7% -$36K 0.13% 133
2024
Q1 		$559K Buy
5,966
+134
+2% +$11.9K 0.16% 112
2023
Q4 		$524K Sell
5,832
-2,712
-32% -$217K 0.17% 106
2023
Q3 		$666K Buy
8,544
+8
+0.1% +$643 0.25% 73
2023
Q2 		$663K Sell
8,536
-983
-10% -$72.3K 0.23% 79
2023
Q1 		$705K Buy
+9,519
New +$746K 0.27% 74

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Balboa Wealth Partners's AVUV Position: Q2 2026 in Review

Balboa Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.06% in Q2 2026, buying an estimated $239 and bringing the position to 3,212 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #282.

Balboa Wealth Partners first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. The position peaked at $705K in Q1 2023. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Balboa Wealth Partners held 3,212 shares of Avantis US Small Cap Value ETF worth $401K as of Q2 2026.
  • Balboa Wealth Partners bought 2 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $239.
  • Avantis US Small Cap Value ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #282 holding.
  • Balboa Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Balboa Wealth Partners's Avantis US Small Cap Value ETF position peaked at $705K in Q1 2023.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.