Cannon Wealth Management Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cannon Wealth Management Services’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	$324K	Sell	2,600 -407	-14%	-$48.5K	0.18%	69
2026 Q1	$332K	Buy	3,007 +167	+6%	+$18.4K	0.22%	64
2025 Q4	$290K	Sell	2,840 -1	-0%	-$100	0.2%	68
2025 Q3	$283K	Sell	2,841 -2	-0.1%	-$193	0.21%	68
2025 Q2	$259K	Buy	2,843 +1	+0%	+$86	0.21%	68
2025 Q1	$240K	Sell	2,842 -285	-9%	-$26.8K	0.21%	66
2024 Q4	$302K	Sell	3,127 -867	-22%	-$86.1K	0.26%	55
2024 Q3	$383K	Buy	+3,994	New	+$373K	0.35%	51

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

Cannon Wealth Management Services's AVUV Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q2 2026, selling an estimated $48.5K and leaving 2,600 shares worth $324K. The position accounts for 0.18% of the portfolio, ranked #69.

Cannon Wealth Management Services first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. The position peaked at $383K in Q3 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Cannon Wealth Management Services held 2,600 shares of Avantis US Small Cap Value ETF worth $324K as of Q2 2026.
Cannon Wealth Management Services sold 407 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $48.5K.
Avantis US Small Cap Value ETF made up 0.18% of Cannon Wealth Management Services's portfolio in Q2 2026, its #69 holding.
Cannon Wealth Management Services first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's Avantis US Small Cap Value ETF position peaked at $383K in Q3 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.