EWM
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Echo Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Echo 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 		$8.59M Buy
68,858
+652
+1% +$77.8K 4.38% 8
2026
Q1 		$7.53M Sell
68,206
-16,215
-19% -$1.79M 4.34% 8
2025
Q4 		$8.61M Sell
84,421
-32,169
-28% -$3.22M 5.03% 8
2025
Q3 		$11.6M Sell
116,590
-858
-0.7% -$83K 6.77% 4
2025
Q2 		$10.7M Buy
117,448
+8,492
+8% +$732K 6.56% 4
2025
Q1 		$9.5M Buy
108,956
+6,815
+7% +$640K 6.42% 5
2024
Q4 		$9.86M Buy
102,141
+1,037
+1% +$103K 6.81% 3
2024
Q3 		$9.62M Sell
101,104
-653
-0.6% -$61K 6.73% 5
2024
Q2 		$9.13M Buy
101,757
+10,027
+11% +$908K 6.88% 3
2024
Q1 		$8.6M Buy
91,730
+32,401
+55% +$2.87M 7.13% 4
2023
Q4 		$5.23M Buy
59,329
+5,653
+11% +$452K 4.88% 9
2023
Q3 		$4.18M Buy
53,676
+1,811
+3% +$146K 4.51% 7
2023
Q2 		$4.16M Sell
51,865
-1,467
-3% -$108K 4.49% 8
2023
Q1 		$3.95M Buy
53,332
+13,544
+34% +$1.06M 4.36% 8
2022
Q4 		$3.17M Buy
39,788
+26,472
+199% +$1.99M 3.37% 13
2022
Q3 		$971K Buy
+13,316
New +$971K 1.28% 21

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Echo Wealth Management's AVUV Position: Q2 2026 in Review

Echo Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.96% in Q2 2026, buying an estimated $77.8K and bringing the position to 68,858 shares worth $8.59M. The position accounts for 4.38% of the portfolio, ranked #8.

Echo Wealth Management first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.6M in Q3 2025. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Echo Wealth Management held 68,858 shares of Avantis US Small Cap Value ETF worth $8.59M as of Q2 2026.
  • Echo Wealth Management bought 652 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $77.8K.
  • Avantis US Small Cap Value ETF made up 4.38% of Echo Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Echo Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Echo Wealth Management's Avantis US Small Cap Value ETF position peaked at $11.6M in Q3 2025.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.