Clarion Wealth Managment Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clarion Wealth Managment 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	–	Sell	-1,823	Closed	-$201K	–	88
2026 Q1	$201K	Buy	+1,823	New	+$201K	0.18%	81
2025 Q4	–	Sell	-2,220	Closed	-$221K	–	82
2025 Q3	$221K	Sell	2,220 -342	-13%	-$33.1K	0.22%	76
2025 Q2	$233K	Buy	+2,562	New	+$221K	0.26%	73

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Clarion Wealth Managment Partners's AVUV Position: Q2 2026 in Review

Clarion Wealth Managment Partners sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 1,823 shares — an estimated $201K sold.

Clarion Wealth Managment Partners first reported a position in AVUV in Q2 2025 and held it in 3 quarters. The position peaked at $233K in Q2 2025. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Clarion Wealth Managment Partners reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Clarion Wealth Managment Partners sold 1,823 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $201K.
Clarion Wealth Managment Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and held it in 3 quarters.
Clarion Wealth Managment Partners's Avantis US Small Cap Value ETF position peaked at $233K in Q2 2025.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.