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Bridgewealth Advisory Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Bridgewealth Advisory Group’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 		$11.2M Buy
89,988
+7,401
+9% +$883K 2.12% 17
2026
Q1 		$9.12M Buy
82,587
+6,654
+9% +$733K 1.89% 17
2025
Q4 		$7.74M Buy
75,933
+10,860
+17% +$1.09M 1.71% 20
2025
Q3 		$6.48M Buy
65,073
+3,951
+6% +$382K 1.5% 19
2025
Q2 		$5.57M Buy
61,122
+34,807
+132% +$3M 1.41% 22
2025
Q1 		$2.29M Sell
26,315
-8,331
-24% -$783K 3.02% 10
2024
Q4 		$3.37M Buy
34,646
+15,161
+78% +$1.51M 0.95% 28
2024
Q3 		$1.87M Buy
19,485
+1,249
+7% +$117K 0.68% 32
2024
Q2 		$1.64M Sell
18,236
-961
-5% -$87K 0.72% 28
2024
Q1 		$1.8M Buy
19,197
+3,378
+21% +$299K 0.88% 28
2023
Q4 		$1.42M Buy
15,819
+6,159
+64% +$493K 1.09% 25
2023
Q3 		$753K Buy
9,660
+3,675
+61% +$295K 0.92% 25
2023
Q2 		$465K Buy
5,985
+197
+3% +$14.5K 0.75% 30
2023
Q1 		$429K Buy
5,788
+89
+2% +$6.97K 0.79% 28
2022
Q4 		$425K Buy
+5,699
New +$429K 0.83% 27

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bridgewealth Advisory Group's AVUV Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 9% in Q2 2026, buying an estimated $883K and bringing the position to 89,988 shares worth $11.2M. The position accounts for 2.12% of the portfolio, ranked #17.

Bridgewealth Advisory Group first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Bridgewealth Advisory Group held 89,988 shares of Avantis US Small Cap Value ETF worth $11.2M as of Q2 2026.
  • Bridgewealth Advisory Group bought 7,401 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $883K.
  • Avantis US Small Cap Value ETF made up 2.12% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #17 holding.
  • Bridgewealth Advisory Group first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.