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

Cypress Financial Planning’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	$977K	Buy	+7,832	New	+$934K	0.24%	37

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Cypress Financial Planning's AVUV Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 7,832 shares worth $977K. The stake represents 0.24% of the portfolio and ranks #37 among its holdings.

228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Cypress Financial Planning held 7,832 shares of Avantis US Small Cap Value ETF worth $977K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Cypress Financial Planning position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.24% of Cypress Financial Planning's portfolio in Q2 2026, its #37 holding.
228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.