Cetera Investment Advisers
AVUV icon

Cetera Investment Advisers’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cetera Investment Advisers’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 		$132M Buy
1,060,508
+304,861
+40% +$36.4M 0.12% 157
2026
Q1 		$83.5M Buy
755,647
+96,966
+15% +$10.7M 0.09% 221
2025
Q4 		$67.2M Buy
658,681
+44,405
+7% +$4.44M 0.07% 257
2025
Q3 		$61.1M Buy
614,276
+233,565
+61% +$22.6M 0.07% 263
2025
Q2 		$34.7M Buy
380,711
+105,223
+38% +$9.07M 0.06% 333
2025
Q1 		$24M Buy
275,488
+62,632
+29% +$5.88M 0.05% 406
2024
Q4 		$20.5M Buy
212,856
+28,352
+15% +$2.82M 0.04% 421
2024
Q3 		$17.7M Buy
184,504
+41,832
+29% +$3.91M 0.04% 453
2024
Q2 		$12.8M Buy
142,672
+67,364
+89% +$6.1M 0.03% 572
2024
Q1 		$7.06M Buy
75,308
+55,187
+274% +$4.88M 0.02% 809
2023
Q4 		$1.81M Buy
20,121
+7,487
+59% +$599K 0.01% 839
2023
Q3 		$985K Buy
12,634
+3,107
+33% +$250K 0.01% 1049
2023
Q2 		$739K Buy
9,527
+2,072
+28% +$152K 0.01% 1221
2023
Q1 		$552K Buy
7,455
+1,455
+24% +$114K ﹤0.01% 1370
2022
Q4 		$447K Buy
+6,000
New +$451K ﹤0.01% 1436
2022
Q3 		– Sell
-3,032
Closed -$207K – 1735
2022
Q2 		$207K Buy
+3,032
New +$230K ﹤0.01% 1638

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

Cetera Investment Advisers's AVUV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Avantis US Small Cap Value ETF (AVUV) stake by 40% in Q2 2026, buying an estimated $36.4M and bringing the position to 1,060,508 shares worth $132M. The position accounts for 0.12% of the portfolio, ranked #157.

Cetera Investment Advisers first reported a position in AVUV in Q2 2022 and has held it in 16 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cetera Investment Advisers held 1,060,508 shares of Avantis US Small Cap Value ETF worth $132M as of Q2 2026.
  • Cetera Investment Advisers bought 304,861 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $36.4M.
  • Avantis US Small Cap Value ETF made up 0.12% of Cetera Investment Advisers's portfolio in Q2 2026, its #157 holding.
  • Cetera Investment Advisers first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.