CPWM
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Cypress Point Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cypress Point Wealth Management’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 		$2.26M Sell
18,109
-562
-3% -$67K 0.46% 34
2026
Q1 		$2.06M Sell
18,671
-236
-1% -$26K 0.44% 36
2025
Q4 		$1.93M Sell
18,907
-2,064
-10% -$207K 0.42% 34
2025
Q3 		$2.09M Sell
20,971
-10,308
-33% -$997K 0.42% 33
2025
Q2 		$2.85M Sell
31,279
-4,426
-12% -$381K 0.69% 23
2025
Q1 		$3.11M Sell
35,705
-4,045
-10% -$380K 0.99% 18
2024
Q4 		$3.84M Sell
39,750
-1,585
-4% -$157K 1.19% 15
2024
Q3 		$3.97M Sell
41,335
-5,974
-13% -$558K 1.56% 15
2024
Q2 		$4.24M Sell
47,309
-828
-2% -$75K 2.01% 9
2024
Q1 		$4.51M Buy
48,137
+1,013
+2% +$89.6K 2.31% 9
2023
Q4 		$4.23M Buy
47,124
+2,975
+7% +$238K 3.14% 7
2023
Q3 		$3.44M Buy
44,149
+6,904
+19% +$555K 3.02% 7
2023
Q2 		$2.89M Buy
37,245
+21,849
+142% +$1.61M 3.08% 7
2023
Q1 		$1.14M Buy
15,396
+1,683
+12% +$132K 1.61% 16
2022
Q4 		$1.02M Buy
+13,713
New +$1.03M 1.6% 21

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Cypress Point Wealth Management's AVUV Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 3% in Q2 2026, selling an estimated $67K and leaving 18,109 shares worth $2.26M. The position accounts for 0.46% of the portfolio, ranked #34.

Cypress Point Wealth Management first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.51M in Q1 2024. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cypress Point Wealth Management held 18,109 shares of Avantis US Small Cap Value ETF worth $2.26M as of Q2 2026.
  • Cypress Point Wealth Management sold 562 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $67K.
  • Avantis US Small Cap Value ETF made up 0.46% of Cypress Point Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Cypress Point Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Cypress Point Wealth Management's Avantis US Small Cap Value ETF position peaked at $4.51M in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.