Capstone Wealth Management (Alabama)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Capstone Wealth Management (Alabama)’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	$7.16M	Buy	57,399 +1	+0%	+$119	3.32%	8
2026 Q1	$6.34M	Hold	57,398	–	–	4.42%	8
2025 Q4	$5.85M	Buy	57,398 +1,211	+2%	+$121K	4.27%	8
2025 Q3	$5.59M	Sell	56,187 -479	-0.8%	-$46.3K	4.3%	8
2025 Q2	$5.16M	Sell	56,666 -4,069	-7%	-$351K	4.52%	8
2025 Q1	$5.29M	Buy	60,735 +2,208	+4%	+$207K	5.27%	8
2024 Q4	$5.65M	Buy	+58,527	New	+$5.81M	5.52%	8

Other funds holding AVUV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s AVUV Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Avantis US Small Cap Value ETF (AVUV) stake by 0% in Q2 2026, buying an estimated $119 and bringing the position to 57,399 shares worth $7.16M. The position accounts for 3.32% of the portfolio, ranked #8.

Capstone Wealth Management (Alabama) first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Capstone Wealth Management (Alabama) held 57,399 shares of Avantis US Small Cap Value ETF worth $7.16M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 1 Avantis US Small Cap Value ETF share in Q2 2026, an estimated $119.
Avantis US Small Cap Value ETF made up 3.32% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #8 holding.
Capstone Wealth Management (Alabama) first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.