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Empire Financial Management Company’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Empire Financial Management Company’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 		$320K Buy
2,561
+1
+0% +$119 0.13% 111
2026
Q1 		$283K Buy
2,560
+400
+19% +$44K 0.06% 186
2025
Q4 		$220K Buy
2,160
+19
+0.9% +$1.9K 0.05% 206
2025
Q3 		$213K Buy
+2,141
New +$207K 0.05% 204

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
Focus Partners Advisor Solutions
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
Truepoint Inc
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

Empire Financial Management Company's AVUV Position: Q2 2026 in Review

Empire Financial Management Company increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.04% in Q2 2026, buying an estimated $119 and bringing the position to 2,561 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #111.

Empire Financial Management Company first reported a position in AVUV in Q3 2025 and has held it in 4 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Empire Financial Management Company held 2,561 shares of Avantis US Small Cap Value ETF worth $320K as of Q2 2026.
  • Empire Financial Management Company bought 1 Avantis US Small Cap Value ETF share in Q2 2026, an estimated $119.
  • Avantis US Small Cap Value ETF made up 0.13% of Empire Financial Management Company's portfolio in Q2 2026, its #111 holding.
  • Empire Financial Management Company first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.