BAWC
AVUV icon

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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return