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Centerpoint Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Centerpoint Advisors’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 		$62K Hold
500
– – 0.02% 156
2026
Q1 		$55K Hold
500
– – 0.02% 151
2025
Q4 		$51K Hold
500
– – 0.02% 160
2025
Q3 		$50K Buy
+500
New +$48.4K 0.02% 168

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

Centerpoint Advisors's AVUV Position: Q2 2026 in Review

Centerpoint Advisors held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 500 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #156.

Centerpoint Advisors first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Centerpoint Advisors held 500 shares of Avantis US Small Cap Value ETF worth $62K as of Q2 2026.
  • Centerpoint Advisors left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #156 holding.
  • Centerpoint Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.