Clark Capital Management Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clark Capital Management Group’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	$8.64M	Sell	69,236 -720	-1%	-$85.9K	0.05%	206
2026 Q1	$7.73M	Buy	69,956 +677	+1%	+$74.5K	0.05%	197
2025 Q4	$7.07M	Sell	69,279 -5,629	-8%	-$563K	0.04%	193
2025 Q3	$7.46M	Sell	74,908 -4,429	-6%	-$428K	0.05%	192
2025 Q2	$7.23M	Buy	+79,337	New	+$6.84M	0.05%	176

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

Clark Capital Management Group's AVUV Position: Q2 2026 in Review

Clark Capital Management Group reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1% in Q2 2026, selling an estimated $85.9K and leaving 69,236 shares worth $8.64M. The position accounts for 0.05% of the portfolio, ranked #206.

Clark Capital Management Group first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Clark Capital Management Group held 69,236 shares of Avantis US Small Cap Value ETF worth $8.64M as of Q2 2026.
Clark Capital Management Group sold 720 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $85.9K.
Avantis US Small Cap Value ETF made up 0.05% of Clark Capital Management Group's portfolio in Q2 2026, its #206 holding.
Clark Capital Management Group first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.