CAWM
AVUV icon

Capital A Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$28.3K Buy
315
+311
+7,775% +$26.8K 0.32% 107
2025
Q1 		$349 Sell
4
-3
-43% -$282 ﹤0.01% 656
2024
Q4 		$676 Buy
+7
New +$695 ﹤0.01% 614

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Capital A Wealth Management's AVUV Position: Q2 2025 in Review

Capital A Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 7,775% in Q2 2025, buying an estimated $26.8K and bringing the position to 315 shares worth $28.3K. The position accounts for 0.32% of the portfolio, ranked #107.

Capital A Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 3 quarters since. 859 funds tracked by Wall St. Rank hold AVUV as of Q2 2025.

  • Capital A Wealth Management held 315 shares of Avantis US Small Cap Value ETF worth $28.3K as of Q2 2025.
  • Capital A Wealth Management bought 311 Avantis US Small Cap Value ETF shares in Q2 2025, an estimated $26.8K.
  • Avantis US Small Cap Value ETF made up 0.32% of Capital A Wealth Management's portfolio in Q2 2025, its #107 holding.
  • Capital A Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.