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BSW Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BSW Wealth Partners’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 		$11.3M Sell
90,770
-1,087
-1% -$130K 1.26% 15
2026
Q1 		$10.1M Buy
91,857
+71
+0.1% +$7.82K 1.24% 18
2025
Q4 		$9.36M Sell
91,786
-2,309
-2% -$231K 1.12% 19
2025
Q3 		$9.37M Buy
94,095
+6,491
+7% +$628K 1.17% 16
2025
Q2 		$7.98M Buy
87,604
+17,555
+25% +$1.51M 1.09% 17
2025
Q1 		$6.11M Sell
70,049
-320
-0.5% -$30.1K 0.93% 21
2024
Q4 		$6.79M Buy
70,369
+7,538
+12% +$749K 1% 20
2024
Q3 		$6.03M Buy
62,831
+4,281
+7% +$400K 0.9% 23
2024
Q2 		$5.25M Buy
58,550
+13,119
+29% +$1.19M 0.86% 25
2024
Q1 		$4.26M Buy
45,431
+40,825
+886% +$3.61M 0.72% 30
2023
Q4 		$414K Buy
+4,606
New +$369K 0.08% 144

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

BSW Wealth Partners's AVUV Position: Q2 2026 in Review

BSW Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.2% in Q2 2026, selling an estimated $130K and leaving 90,770 shares worth $11.3M. The position accounts for 1.26% of the portfolio, ranked #15.

BSW Wealth Partners first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • BSW Wealth Partners held 90,770 shares of Avantis US Small Cap Value ETF worth $11.3M as of Q2 2026.
  • BSW Wealth Partners sold 1,087 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $130K.
  • Avantis US Small Cap Value ETF made up 1.26% of BSW Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • BSW Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.