Boyce & Associates Wealth Consulting’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Boyce & Associates Wealth Consulting’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	$1.11M	Buy	8,858 +591	+7%	+$70.5K	0.77%	30
2026 Q1	$913K	Buy	8,267 +164	+2%	+$18.1K	0.69%	37
2025 Q4	$826K	Buy	8,103 +911	+13%	+$91.1K	0.69%	32
2025 Q3	$716K	Buy	7,192 +432	+6%	+$41.8K	0.59%	34
2025 Q2	$616K	Buy	6,760 +730	+12%	+$62.9K	0.56%	34
2025 Q1	$526K	Buy	6,030 +798	+15%	+$75K	0.53%	35
2024 Q4	$505K	Buy	5,232 +625	+14%	+$62.1K	0.51%	41
2024 Q3	$442K	Buy	4,607 +191	+4%	+$17.9K	0.46%	40
2024 Q2	$396K	Buy	4,416 +899	+26%	+$81.4K	0.47%	40
2024 Q1	$330K	Buy	+3,517	New	+$311K	0.43%	42

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

Boyce & Associates Wealth Consulting's AVUV Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.1% in Q2 2026, buying an estimated $70.5K and bringing the position to 8,858 shares worth $1.11M. The position accounts for 0.77% of the portfolio, ranked #30.

Boyce & Associates Wealth Consulting first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Boyce & Associates Wealth Consulting held 8,858 shares of Avantis US Small Cap Value ETF worth $1.11M as of Q2 2026.
Boyce & Associates Wealth Consulting bought 591 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $70.5K.
Avantis US Small Cap Value ETF made up 0.77% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #30 holding.
Boyce & Associates Wealth Consulting first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.