CWP
AVUV icon

Cyndeo Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cyndeo Wealth Partners’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 		$2.02M Buy
16,197
+9,828
+154% +$1.17M 0.1% 186
2026
Q1 		$704K Buy
+6,369
New +$701K 0.04% 277

Other funds holding AVUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Cyndeo Wealth Partners's AVUV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 154% in Q2 2026, buying an estimated $1.17M and bringing the position to 16,197 shares worth $2.02M. The position accounts for 0.1% of the portfolio, ranked #186.

Cyndeo Wealth Partners first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cyndeo Wealth Partners held 16,197 shares of Avantis US Small Cap Value ETF worth $2.02M as of Q2 2026.
  • Cyndeo Wealth Partners bought 9,828 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.17M.
  • Avantis US Small Cap Value ETF made up 0.1% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #186 holding.
  • Cyndeo Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 777 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.