Bellevue Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bellevue Asset 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	$38.3K	Buy	307 +2	+0.7%	+$239	0.02%	199
2026 Q1	$33.8K	Hold	305	–	–	0.02%	205
2025 Q4	$31.1K	Buy	305 +2	+0.7%	+$200	0.01%	205
2025 Q3	$30.3K	Buy	303 +1	+0.3%	+$97	0.01%	205
2025 Q2	$27.6K	Buy	302 +1	+0.3%	+$86	0.01%	212
2025 Q1	$26.3K	Buy	301 +1	+0.3%	+$94	0.01%	209
2024 Q4	$29K	Hold	300	–	–	0.01%	209
2024 Q3	$28.8K	Hold	300	–	–	0.01%	203
2024 Q2	$26.9K	Buy	+300	New	+$27.2K	0.01%	201

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

Bellevue Asset Management's AVUV Position: Q2 2026 in Review

Bellevue Asset Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.66% in Q2 2026, buying an estimated $239 and bringing the position to 307 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #199.

Bellevue Asset Management first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Bellevue Asset Management held 307 shares of Avantis US Small Cap Value ETF worth $38.3K as of Q2 2026.
Bellevue Asset Management bought 2 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $239.
Avantis US Small Cap Value ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #199 holding.
Bellevue Asset Management first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.