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Elevate Wealth Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Elevate Wealth Advisory’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 		$9.26M Buy
74,255
+5,025
+7% +$599K 5.29% 6
2026
Q1 		$7.65M Buy
69,230
+9,074
+15% +$999K 4.83% 6
2025
Q4 		$6.13M Buy
60,156
+6,608
+12% +$661K 4.19% 6
2025
Q3 		$5.33M Sell
53,548
-2,461
-4% -$238K 3.87% 9
2025
Q2 		$5.1M Sell
56,009
-2,346
-4% -$202K 3.63% 9
2025
Q1 		$5.09M Sell
58,355
-5,978
-9% -$562K 3.6% 7
2024
Q4 		$6.11M Buy
64,333
+464
+0.7% +$46.1K 4.59% 6
2024
Q3 		$6.13M Buy
63,869
+1,394
+2% +$130K 4.55% 6
2024
Q2 		$5.61M Buy
62,475
+914
+1% +$82.8K 4.55% 6
2024
Q1 		$5.77M Sell
61,561
-1,317
-2% -$117K 5.02% 6
2023
Q4 		$5.65M Buy
+62,878
New +$5.03M 5.17% 6

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

Elevate Wealth Advisory's AVUV Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.3% in Q2 2026, buying an estimated $599K and bringing the position to 74,255 shares worth $9.26M. The position accounts for 5.29% of the portfolio, ranked #6.

Elevate Wealth Advisory first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Elevate Wealth Advisory held 74,255 shares of Avantis US Small Cap Value ETF worth $9.26M as of Q2 2026.
  • Elevate Wealth Advisory bought 5,025 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $599K.
  • Avantis US Small Cap Value ETF made up 5.29% of Elevate Wealth Advisory's portfolio in Q2 2026, its #6 holding.
  • Elevate Wealth Advisory first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.