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AVUV icon

Cypress Wealth Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cypress Wealth Services’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 		$582K Hold
4,666
– – 0.07% 213
2026
Q1 		$515K Hold
4,666
– – 0.07% 219
2025
Q4 		$476K Hold
4,666
– – 0.07% 213
2025
Q3 		$464K Buy
+4,666
New +$451K 0.08% 191

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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

Cypress Wealth Services's AVUV Position: Q2 2026 in Review

Cypress Wealth Services held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 4,666 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #213.

Cypress Wealth Services first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. 355 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Cypress Wealth Services held 4,666 shares of Avantis US Small Cap Value ETF worth $582K as of Q2 2026.
  • Cypress Wealth Services left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #213 holding.
  • Cypress Wealth Services first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 355 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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