Cambridge Financial Group (Arizona)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cambridge Financial Group (Arizona)’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	$956K	Sell	7,660 -67	-0.9%	-$7.99K	0.3%	61
2026 Q1	$854K	Buy	7,727 +3,746	+94%	+$412K	0.29%	63
2025 Q4	$389K	Sell	3,981 -3,040	-43%	-$304K	0.14%	118
2025 Q3	$699K	Sell	7,021 -114	-2%	-$11K	0.22%	82
2025 Q2	$650K	Buy	7,135 +3,683	+107%	+$317K	0.24%	69
2025 Q1	$301K	Buy	3,452 +259	+8%	+$24.3K	0.13%	109
2024 Q4	$308K	Sell	3,193 -4,950	-61%	-$492K	0.13%	103
2024 Q3	$781K	Buy	8,143 +9	+0.1%	+$841	0.33%	60
2024 Q2	$730K	Sell	8,134 -679	-8%	-$61.5K	0.33%	62
2024 Q1	$826K	Sell	8,813 -214	-2%	-$18.9K	0.39%	55
2023 Q4	$811K	Buy	+9,027	New	+$722K	0.42%	52

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

Cambridge Financial Group (Arizona)'s AVUV Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.87% in Q2 2026, selling an estimated $7.99K and leaving 7,660 shares worth $956K. The position accounts for 0.3% of the portfolio, ranked #61.

Cambridge Financial Group (Arizona) first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Cambridge Financial Group (Arizona) held 7,660 shares of Avantis US Small Cap Value ETF worth $956K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 67 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $7.99K.
Avantis US Small Cap Value ETF made up 0.3% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #61 holding.
Cambridge Financial Group (Arizona) first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.