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Capasso Planning Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Capasso Planning 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 		$818K Buy
6,558
+103
+2% +$12.3K 0.41% 34
2026
Q1 		$713K Sell
6,455
-51
-0.8% -$5.62K 0.38% 34
2025
Q4 		$663K Buy
6,506
+182
+3% +$18.2K 0.36% 36
2025
Q3 		$629K Buy
+6,324
New +$612K 0.39% 36
2024
Q2 		– Sell
-5,159
Closed -$483K – 144
2024
Q1 		$483K Sell
5,159
-2,120
-29% -$188K 0.2% 64
2023
Q4 		$654K Buy
7,279
+215
+3% +$17.2K 0.31% 49
2023
Q3 		$551K Buy
7,064
+1,269
+22% +$102K 0.29% 48
2023
Q2 		$450K Buy
5,795
+29
+0.5% +$2.13K 0.24% 60
2023
Q1 		$427K Buy
5,766
+814
+16% +$63.8K 0.25% 61
2022
Q4 		$369K Sell
4,952
-219
-4% -$16.5K 0.24% 65
2022
Q3 		$342K Buy
5,171
+2,179
+73% +$159K 0.24% 65
2022
Q2 		$205K Buy
2,992
+286
+11% +$21.6K 0.15% 81
2022
Q1 		$216K Buy
+2,706
New +$214K 0.15% 81

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

Capasso Planning Partners's AVUV Position: Q2 2026 in Review

Capasso Planning Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.6% in Q2 2026, buying an estimated $12.3K and bringing the position to 6,558 shares worth $818K. The position accounts for 0.41% of the portfolio, ranked #34.

Capasso Planning Partners first reported a position in AVUV in Q1 2022 and has held it in 13 quarters since. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Capasso Planning Partners held 6,558 shares of Avantis US Small Cap Value ETF worth $818K as of Q2 2026.
  • Capasso Planning Partners bought 103 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $12.3K.
  • Avantis US Small Cap Value ETF made up 0.41% of Capasso Planning Partners's portfolio in Q2 2026, its #34 holding.
  • Capasso Planning Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 13 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.