BCR Wealth Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BCR Wealth Strategies’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	$472K	Hold	3,791	–	–	0.13%	24
2026 Q1	$418K	Hold	3,791	–	–	0.13%	27
2025 Q4	$386K	Hold	3,791	–	–	0.13%	28
2025 Q3	$377K	Hold	3,791	–	–	0.13%	22
2025 Q2	$345K	Hold	3,791	–	–	0.13%	23
2025 Q1	$330K	Hold	3,791	–	–	0.14%	22
2024 Q4	$365K	Hold	3,791	–	–	0.17%	22
2024 Q3	$363K	Sell	3,791 -221	-6%	-$20.7K	0.17%	20
2024 Q2	$359K	Buy	4,012 +221	+6%	+$20K	0.23%	20
2024 Q1	$356K	Hold	3,791	–	–	0.24%	17
2023 Q4	$340K	Hold	3,791	–	–	0.24%	16
2023 Q3	$295K	Hold	3,791	–	–	0.24%	17
2023 Q2	$294K	Hold	3,791	–	–	0.23%	17
2023 Q1	$280K	Hold	3,791	–	–	0.22%	17
2022 Q4	$282K	Hold	3,791	–	–	0.24%	17
2022 Q3	$251K	Hold	3,791	–	–	0.26%	17
2022 Q2	$259K	Hold	3,791	–	–	0.27%	16
2022 Q1	$303K	Hold	3,791	–	–	0.29%	15
2021 Q4	$302K	Buy	+3,791	New	+$302K	0.29%	13

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

BCR Wealth Strategies's AVUV Position: Q2 2026 in Review

BCR Wealth Strategies held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 3,791 shares worth $472K. The position accounts for 0.13% of the portfolio, ranked #24.

BCR Wealth Strategies first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

BCR Wealth Strategies held 3,791 shares of Avantis US Small Cap Value ETF worth $472K as of Q2 2026.
BCR Wealth Strategies left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 0.13% of BCR Wealth Strategies's portfolio in Q2 2026, its #24 holding.
BCR Wealth Strategies first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.