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Broadway Wealth Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Broadway Wealth Solutions’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 		$3.96M Buy
31,714
+749
+2% +$89.3K 1.85% 12
2026
Q1 		$3.42M Buy
30,965
+880
+3% +$96.9K 1.77% 11
2025
Q4 		$3.07M Buy
30,085
+9,575
+47% +$958K 1.64% 11
2025
Q3 		$2.04M Buy
20,510
+1,399
+7% +$135K 1.14% 14
2025
Q2 		$1.74M Buy
+19,111
New +$1.65M 1.08% 16

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Broadway Wealth Solutions's AVUV Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.4% in Q2 2026, buying an estimated $89.3K and bringing the position to 31,714 shares worth $3.96M. The position accounts for 1.85% of the portfolio, ranked #12.

Broadway Wealth Solutions first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Broadway Wealth Solutions held 31,714 shares of Avantis US Small Cap Value ETF worth $3.96M as of Q2 2026.
  • Broadway Wealth Solutions bought 749 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $89.3K.
  • Avantis US Small Cap Value ETF made up 1.85% of Broadway Wealth Solutions's portfolio in Q2 2026, its #12 holding.
  • Broadway Wealth Solutions first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.