Elevation Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Elevation Wealth Partners’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	$490K	Buy	3,929 +14	+0.4%	+$1.67K	0.15%	85
2026 Q1	$432K	Buy	3,915 +10	+0.3%	+$1.1K	0.15%	82
2025 Q4	$398K	Buy	3,905 +15	+0.4%	+$1.5K	0.14%	83
2025 Q3	$387K	Buy	3,890 +17	+0.4%	+$1.64K	0.14%	85
2025 Q2	$353K	Buy	+3,873	New	+$334K	0.14%	84
2023 Q3	–	Sell	-699	Closed	-$54.2K	–	350
2023 Q2	$54.2K	Buy	699 +3	+0.4%	+$221	0.05%	144
2023 Q1	$51.5K	Buy	+696	New	+$54.5K	0.05%	150

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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 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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Elevation Wealth Partners's AVUV Position: Q2 2026 in Review

Elevation Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.36% in Q2 2026, buying an estimated $1.67K and bringing the position to 3,929 shares worth $490K. The position accounts for 0.15% of the portfolio, ranked #85.

Elevation Wealth Partners first reported a position in AVUV in Q1 2023 and has held it in 7 quarters since. 553 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Elevation Wealth Partners held 3,929 shares of Avantis US Small Cap Value ETF worth $490K as of Q2 2026.
Elevation Wealth Partners bought 14 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.67K.
Avantis US Small Cap Value ETF made up 0.15% of Elevation Wealth Partners's portfolio in Q2 2026, its #85 holding.
Elevation Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 7 quarters since.
553 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.