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

Clark Wealth 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	$1.21M	Buy	9,701 +8,742	+912%	+$1.04M	0.68%	21
2026 Q1	$106K	Buy	959 +71	+8%	+$7.82K	0.07%	69
2025 Q4	$90.5K	Hold	888	–	–	0.06%	78
2025 Q3	$90.5K	Buy	888 +340	+62%	+$32.9K	0.06%	78
2025 Q2	$49.9K	Buy	548 +89	+19%	+$7.67K	0.03%	86
2025 Q1	$40K	Buy	459 +35	+8%	+$3.29K	0.03%	104
2024 Q4	$40.9K	Buy	+424	New	+$42.1K	0.03%	85

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clark Wealth Partners's AVUV Position: Q2 2026 in Review

Clark Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 912% in Q2 2026, buying an estimated $1.04M and bringing the position to 9,701 shares worth $1.21M. The position accounts for 0.68% of the portfolio, ranked #21.

Clark Wealth Partners first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Clark Wealth Partners held 9,701 shares of Avantis US Small Cap Value ETF worth $1.21M as of Q2 2026.
Clark Wealth Partners bought 8,742 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.04M.
Avantis US Small Cap Value ETF made up 0.68% of Clark Wealth Partners's portfolio in Q2 2026, its #21 holding.
Clark Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.