EWS
AVUV icon

Eagle Wealth Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Eagle Wealth Strategies’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 		$32.3M Sell
259,185
-7,691
-3% -$917K 12.35% 2
2026
Q1 		$29.5M Sell
266,876
-4,148
-2% -$457K 12.93% 2
2025
Q4 		$27.6M Sell
271,024
-3,681
-1% -$368K 12.87% 2
2025
Q3 		$27.3M Sell
274,705
-1,558
-0.6% -$151K 13.6% 2
2025
Q2 		$25.2M Buy
276,263
+4,629
+2% +$399K 14.08% 2
2025
Q1 		$23.7M Buy
271,634
+4,600
+2% +$432K 14.53% 2
2024
Q4 		$25.8M Sell
267,034
-862
-0.3% -$85.6K 18.67% 2
2024
Q3 		$25.7M Buy
267,896
+3,212
+1% +$300K 18.75% 2
2024
Q2 		$23.7M Buy
264,684
+6,527
+3% +$591K 19.2% 2
2024
Q1 		$24M Buy
258,157
+106,845
+71% +$9.45M 19.51% 2
2023
Q4 		$13.6M Buy
+151,312
New +$12.1M 8.2% 5

Other funds holding AVUV

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
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

Eagle Wealth Strategies's AVUV Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.9% in Q2 2026, selling an estimated $917K and leaving 259,185 shares worth $32.3M. The position accounts for 12.35% of the portfolio, ranked #2.

Eagle Wealth Strategies first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Eagle Wealth Strategies held 259,185 shares of Avantis US Small Cap Value ETF worth $32.3M as of Q2 2026.
  • Eagle Wealth Strategies sold 7,691 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $917K.
  • Avantis US Small Cap Value ETF made up 12.35% of Eagle Wealth Strategies's portfolio in Q2 2026, its #2 holding.
  • Eagle Wealth Strategies first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.