Comprehensive Financial Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Comprehensive Financial Planning’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	$30.9K	Buy	248 +2	+0.8%	+$239	0.02%	205
2026 Q1	$27.3K	Hold	246	–	–	0.02%	193
2025 Q4	$25.1K	Buy	246 +1	+0.4%	+$100	0.02%	197
2025 Q3	$24.4K	Sell	245 -1	-0.4%	-$97	0.02%	200
2025 Q2	$22.4K	Buy	246 +1	+0.4%	+$86	0.02%	191
2025 Q1	$21.4K	Sell	245 -386	-61%	-$36.3K	0.02%	177
2024 Q4	$60.9K	Buy	+631	New	+$62.7K	0.05%	147

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

Comprehensive Financial Planning's AVUV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.81% in Q2 2026, buying an estimated $239 and bringing the position to 248 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #205.

Comprehensive Financial Planning first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.9K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Comprehensive Financial Planning held 248 shares of Avantis US Small Cap Value ETF worth $30.9K as of Q2 2026.
Comprehensive Financial Planning bought 2 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $239.
Avantis US Small Cap Value ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #205 holding.
Comprehensive Financial Planning first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Avantis US Small Cap Value ETF position peaked at $60.9K in Q4 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.