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

Base 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 		$303K Hold
2,432
– – 0.14% 53
2026
Q1 		$269K Hold
2,432
– – 0.15% 51
2025
Q4 		$248K Buy
2,432
+31
+1% +$3.1K 0.13% 49
2025
Q3 		$239K Hold
2,401
– – 0.14% 51
2025
Q2 		$219K Sell
2,401
-48
-2% -$4.14K 0.14% 52
2025
Q1 		$213K Buy
+2,449
New +$230K 0.16% 47

Other funds holding AVUV

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

Base Wealth Management held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 2,432 shares worth $303K. The position accounts for 0.14% of the portfolio, ranked #53.

Base Wealth Management first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 970 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Base Wealth Management held 2,432 shares of Avantis US Small Cap Value ETF worth $303K as of Q2 2026.
  • Base Wealth Management left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.14% of Base Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Base Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 970 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.