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AVUV icon

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

Crosspoint Financial’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 		$1.39M Sell
11,108
-1,897
-15% -$226K 3.17% 8
2026
Q1 		$1.44M Buy
13,005
+4,609
+55% +$507K 3.61% 6
2025
Q4 		$856K Buy
8,396
+1,052
+14% +$105K 2.02% 12
2025
Q3 		$731K Buy
7,344
+245
+3% +$23.7K 1.8% 12
2025
Q2 		$647K Sell
7,099
-103
-1% -$8.88K 1.73% 14
2025
Q1 		$628K Buy
+7,202
New +$677K 1.82% 12
2024
Q3 		$582K Buy
6,066
+2,423
+67% +$226K 2% 9
2024
Q2 		$327K Buy
+3,643
New +$330K 1.33% 11

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

Crosspoint Financial's AVUV Position: Q2 2026 in Review

Crosspoint Financial reduced its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q2 2026, selling an estimated $226K and leaving 11,108 shares worth $1.39M. The position accounts for 3.17% of the portfolio, ranked #8.

Crosspoint Financial first reported a position in AVUV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q1 2026. 1,141 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Crosspoint Financial held 11,108 shares of Avantis US Small Cap Value ETF worth $1.39M as of Q2 2026.
  • Crosspoint Financial sold 1,897 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $226K.
  • Avantis US Small Cap Value ETF made up 3.17% of Crosspoint Financial's portfolio in Q2 2026, its #8 holding.
  • Crosspoint Financial first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Crosspoint Financial's Avantis US Small Cap Value ETF position peaked at $1.44M in Q1 2026.
  • 1,141 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Crosspoint Financial's 13F filing for Q2 2026, filed 7 Aug 2026.