Creative Financial Designs’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Creative Financial Designs’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	$15.6M	Buy	125,315 +51,299	+69%	+$6.12M	0.74%	33
2026 Q1	$8.18M	Buy	74,016 +4,394	+6%	+$484K	0.5%	48
2025 Q4	$7.1M	Buy	69,622 +4,933	+8%	+$494K	0.45%	48
2025 Q3	$6.44M	Buy	64,689 +2,679	+4%	+$259K	0.43%	53
2025 Q2	$5.65M	Buy	62,010 +44,515	+254%	+$3.84M	0.41%	55
2025 Q1	$1.53M	Sell	17,495 -233	-1%	-$21.9K	0.12%	140
2024 Q4	$1.71M	Buy	17,728 +851	+5%	+$84.5K	0.14%	130
2024 Q3	$1.62M	Buy	16,877 +1,978	+13%	+$185K	0.14%	139
2024 Q2	$1.34M	Buy	14,899 +1,109	+8%	+$100K	0.12%	153
2024 Q1	$1.29M	Buy	13,790 +12,193	+763%	+$1.08M	0.12%	146
2023 Q4	$143K	Buy	+1,597	New	+$128K	0.01%	460

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

Creative Financial Designs's AVUV Position: Q2 2026 in Review

Creative Financial Designs increased its Avantis US Small Cap Value ETF (AVUV) stake by 69% in Q2 2026, buying an estimated $6.12M and bringing the position to 125,315 shares worth $15.6M. The position accounts for 0.74% of the portfolio, ranked #33.

Creative Financial Designs first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Creative Financial Designs held 125,315 shares of Avantis US Small Cap Value ETF worth $15.6M as of Q2 2026.
Creative Financial Designs bought 51,299 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $6.12M.
Avantis US Small Cap Value ETF made up 0.74% of Creative Financial Designs's portfolio in Q2 2026, its #33 holding.
Creative Financial Designs first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.