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AVUV icon

CWA Asset Management Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

CWA Asset Management Group’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 		$1.95M Buy
15,638
+258
+2% +$30.8K 0.06% 292
2026
Q1 		$1.7M Buy
15,380
+388
+3% +$42.7K 0.06% 288
2025
Q4 		$1.53M Buy
14,992
+588
+4% +$58.8K 0.06% 286
2025
Q3 		$1.43M Buy
14,404
+1,320
+10% +$128K 0.05% 291
2025
Q2 		$1.19M Buy
13,084
+90
+0.7% +$7.76K 0.05% 300
2025
Q1 		$1.13M Buy
12,994
+885
+7% +$83.2K 0.05% 276
2024
Q4 		$1.17M Buy
12,109
+779
+7% +$77.4K 0.06% 234
2024
Q3 		$1.09M Buy
+11,330
New +$1.06M 0.06% 234
2024
Q1 		$949K Buy
10,127
+1
+0% +$88 0.06% 231
2023
Q4 		$909K Buy
10,126
+34
+0.3% +$2.72K 0.06% 177
2023
Q3 		$787K Buy
10,092
+339
+3% +$27.2K 0.06% 159
2023
Q2 		$757K Buy
9,753
+2,683
+38% +$197K 0.05% 158
2023
Q1 		$524K Buy
7,070
+300
+4% +$23.5K 0.04% 192
2022
Q4 		$504K Sell
6,770
-437
-6% -$32.9K 0.04% 194
2022
Q3 		$477K Buy
7,207
+232
+3% +$16.9K 0.05% 179
2022
Q2 		$477K Buy
6,975
+824
+13% +$62.4K 0.04% 178
2022
Q1 		$491K Buy
6,151
+154
+3% +$12.2K 0.04% 186
2021
Q4 		$478K Buy
5,997
+980
+20% +$78K 0.04% 189
2021
Q3 		$379K Buy
5,017
+1,691
+51% +$125K 0.03% 204
2021
Q2 		$256K Buy
+3,326
New +$251K 0.02% 240

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

CWA Asset Management Group's AVUV Position: Q2 2026 in Review

CWA Asset Management Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.7% in Q2 2026, buying an estimated $30.8K and bringing the position to 15,638 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #292.

CWA Asset Management Group first reported a position in AVUV in Q2 2021 and has held it in 20 quarters since. 655 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • CWA Asset Management Group held 15,638 shares of Avantis US Small Cap Value ETF worth $1.95M as of Q2 2026.
  • CWA Asset Management Group bought 258 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $30.8K.
  • Avantis US Small Cap Value ETF made up 0.06% of CWA Asset Management Group's portfolio in Q2 2026, its #292 holding.
  • CWA Asset Management Group first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.