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Cornell Pochily Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cornell Pochily Investment 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 		$918K Sell
7,357
-168
-2% -$20K 0.25% 87
2026
Q1 		$831K Sell
7,525
-237
-3% -$26.1K 0.24% 86
2025
Q4 		$792K Sell
7,762
-215
-3% -$21.5K 0.23% 87
2025
Q3 		$794K Sell
7,977
-695
-8% -$67.2K 0.24% 90
2025
Q2 		$790K Sell
8,672
-732
-8% -$63.1K 0.26% 86
2025
Q1 		$820K Sell
9,404
-130
-1% -$12.2K 0.29% 87
2024
Q4 		$920K Buy
9,534
+73
+0.8% +$7.25K 0.32% 77
2024
Q3 		$908K Buy
9,461
+90
+1% +$8.41K 0.32% 81
2024
Q2 		$841K Buy
9,371
+255
+3% +$23.1K 0.32% 80
2024
Q1 		$854K Buy
9,116
+264
+3% +$23.4K 0.34% 78
2023
Q4 		$795K Buy
8,852
+107
+1% +$8.56K 0.33% 83
2023
Q3 		$682K Buy
8,745
+518
+6% +$41.6K 0.3% 89
2023
Q2 		$639K Buy
8,227
+173
+2% +$12.7K 0.26% 97
2023
Q1 		$596K Buy
8,054
+5,197
+182% +$407K 0.26% 103
2022
Q4 		$213K Buy
+2,857
New +$215K 0.1% 163

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cornell Pochily Investment Advisors's AVUV Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.2% in Q2 2026, selling an estimated $20K and leaving 7,357 shares worth $918K. The position accounts for 0.25% of the portfolio, ranked #87.

Cornell Pochily Investment Advisors first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $920K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cornell Pochily Investment Advisors held 7,357 shares of Avantis US Small Cap Value ETF worth $918K as of Q2 2026.
  • Cornell Pochily Investment Advisors sold 168 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $20K.
  • Avantis US Small Cap Value ETF made up 0.25% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Cornell Pochily Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornell Pochily Investment Advisors's Avantis US Small Cap Value ETF position peaked at $920K in Q4 2024.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.