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

BAM 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 		$499K Sell
3,998
-218
-5% -$26K 0.31% 83
2026
Q1 		$466K Buy
+4,216
New +$464K 0.35% 73

Other funds holding AVUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

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

BAM Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 5.2% in Q2 2026, selling an estimated $26K and leaving 3,998 shares worth $499K. The position accounts for 0.31% of the portfolio, ranked #83.

BAM Wealth Management first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 780 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • BAM Wealth Management held 3,998 shares of Avantis US Small Cap Value ETF worth $499K as of Q2 2026.
  • BAM Wealth Management sold 218 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $26K.
  • Avantis US Small Cap Value ETF made up 0.31% of BAM Wealth Management's portfolio in Q2 2026, its #83 holding.
  • BAM Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 780 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.