Cora Capital Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cora Capital Advisors’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	$412K	Hold	3,303	–	–	0.12%	83
2026 Q1	$365K	Hold	3,303	–	–	0.12%	84
2025 Q4	$337K	Sell	3,303 -301	-8%	-$30.1K	0.13%	84
2025 Q3	$359K	Hold	3,604	–	–	0.15%	71
2025 Q2	$328K	Sell	3,604 -243	-6%	-$20.9K	0.15%	73
2025 Q1	$335K	Sell	3,847 -15	-0.4%	-$1.41K	0.16%	70
2024 Q4	$373K	Hold	3,862	–	–	0.18%	67
2024 Q3	$371K	Sell	3,862 -56	-1%	-$5.23K	0.18%	65
2024 Q2	$352K	Sell	3,918 -67	-2%	-$6.07K	0.18%	61
2024 Q1	$373K	Sell	3,985 -59	-1%	-$5.22K	0.2%	62
2023 Q4	$363K	Sell	4,044 -239	-6%	-$19.1K	0.21%	62
2023 Q3	$334K	Sell	4,283 -8,691	-67%	-$698K	0.22%	62
2023 Q2	$1.01M	Sell	12,974 -42,554	-77%	-$3.13M	0.67%	32
2023 Q1	$4.11M	Buy	+55,528	New	+$4.35M	3.06%	8

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

Cora Capital Advisors's AVUV Position: Q2 2026 in Review

Cora Capital Advisors held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 3,303 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #83.

Cora Capital Advisors first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.11M in Q1 2023. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Cora Capital Advisors held 3,303 shares of Avantis US Small Cap Value ETF worth $412K as of Q2 2026.
Cora Capital Advisors left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 0.12% of Cora Capital Advisors's portfolio in Q2 2026, its #83 holding.
Cora Capital Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Cora Capital Advisors's Avantis US Small Cap Value ETF position peaked at $4.11M in Q1 2023.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.