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

Crewe 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 		$64.8K Buy
+519
New +$61.9K ﹤0.01% 402
2022
Q4 		– Sell
-79
Closed -$5K – 1042
2022
Q3 		$5K Hold
79
– – ﹤0.01% 834
2022
Q2 		$5K Buy
79
+31
+65% +$2.35K ﹤0.01% 743
2022
Q1 		$4K Buy
+48
New +$3.8K ﹤0.01% 401

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

Crewe Advisors's AVUV Position: Q2 2026 in Review

Crewe Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 519 shares worth $64.8K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in AVUV as recently as Q3 2022.

Crewe Advisors first reported a position in AVUV in Q1 2022 and has held it in 4 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Crewe Advisors held 519 shares of Avantis US Small Cap Value ETF worth $64.8K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Crewe Advisors position in Q2 2026.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #402 holding.
  • Crewe Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 4 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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