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Cascade Financial Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cascade Financial 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 		$8.98M Buy
72,006
+10,457
+17% +$1.25M 0.78% 26
2026
Q1 		$6.8M Buy
61,549
+8,747
+17% +$963K 0.7% 31
2025
Q4 		$5.38M Buy
52,802
+4,700
+10% +$470K 0.55% 41
2025
Q3 		$4.79M Buy
48,102
+3,635
+8% +$352K 0.55% 37
2025
Q2 		$4.05M Sell
44,467
-3,108
-7% -$268K 0.49% 42
2025
Q1 		$4.15M Buy
47,575
+16,625
+54% +$1.56M 0.52% 39
2024
Q4 		$2.99M Buy
30,950
+6,243
+25% +$620K 0.39% 51
2024
Q3 		$2.37M Buy
24,707
+3,091
+14% +$289K 0.3% 60
2024
Q2 		$1.94M Buy
21,616
+3,991
+23% +$361K 0.26% 63
2024
Q1 		$1.57M Buy
+17,625
New +$1.56M 0.23% 70

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

Cascade Financial Partners's AVUV Position: Q2 2026 in Review

Cascade Financial Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 17% in Q2 2026, buying an estimated $1.25M and bringing the position to 72,006 shares worth $8.98M. The position accounts for 0.78% of the portfolio, ranked #26.

Cascade Financial Partners first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cascade Financial Partners held 72,006 shares of Avantis US Small Cap Value ETF worth $8.98M as of Q2 2026.
  • Cascade Financial Partners bought 10,457 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.25M.
  • Avantis US Small Cap Value ETF made up 0.78% of Cascade Financial Partners's portfolio in Q2 2026, its #26 holding.
  • Cascade Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.