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

Belpointe 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	$2.22M	Buy	17,833 +5,514	+45%	+$658K	0.07%	250
2026 Q1	$1.36M	Sell	12,319 -5,405	-30%	-$595K	0.05%	347
2025 Q4	$1.81M	Buy	17,724 +1,644	+10%	+$164K	0.07%	241
2025 Q3	$1.6M	Buy	+16,080	New	+$1.56M	0.06%	273
2024 Q1	–	Sell	-4,507	Closed	-$405K	–	788
2023 Q4	$405K	Sell	4,507 -581	-11%	-$46.5K	0.04%	431
2023 Q3	$397K	Buy	+5,088	New	+$409K	0.04%	400
2023 Q2	–	Sell	-73	Closed	-$5.41K	–	802
2023 Q1	$5.41K	Sell	73 -25	-26%	-$1.96K	﹤0.01%	2985
2022 Q4	$7.3K	Buy	+98	New	+$7.37K	﹤0.01%	2770

Other funds holding AVUV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Belpointe Asset Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 45% in Q2 2026, buying an estimated $658K and bringing the position to 17,833 shares worth $2.22M. The position accounts for 0.07% of the portfolio, ranked #250.

Belpointe Asset Management first reported a position in AVUV in Q4 2022 and has held it in 8 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Belpointe Asset Management held 17,833 shares of Avantis US Small Cap Value ETF worth $2.22M as of Q2 2026.
Belpointe Asset Management bought 5,514 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $658K.
Avantis US Small Cap Value ETF made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #250 holding.
Belpointe Asset Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.