EB
AVUV icon

Emprise Bank’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Emprise Bank’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 		$3.96M Sell
31,708
-144
-0.5% -$17.2K 1.46% 16
2026
Q1 		$3.52M Sell
31,852
-396
-1% -$43.6K 1.41% 15
2025
Q4 		$3.29M Sell
32,248
-821
-2% -$82.1K 1.37% 15
2025
Q3 		$3.29M Sell
33,069
-475
-1% -$45.9K 1.42% 14
2025
Q2 		$3.06M Sell
33,544
-11,092
-25% -$956K 1.47% 14
2025
Q1 		$3.89M Buy
44,636
+19,851
+80% +$1.87M 2.08% 12
2024
Q4 		$2.39M Sell
24,785
-909
-4% -$90.3K 1.35% 14
2024
Q3 		$2.47M Buy
25,694
+145
+0.6% +$13.6K 1.42% 14
2024
Q2 		$2.29M Buy
25,549
+3,208
+14% +$291K 1.41% 14
2024
Q1 		$2.09M Buy
+22,341
New +$1.98M 1.41% 16

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
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

Emprise Bank's AVUV Position: Q2 2026 in Review

Emprise Bank reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.45% in Q2 2026, selling an estimated $17.2K and leaving 31,708 shares worth $3.96M. The position accounts for 1.46% of the portfolio, ranked #16.

Emprise Bank first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Emprise Bank held 31,708 shares of Avantis US Small Cap Value ETF worth $3.96M as of Q2 2026.
  • Emprise Bank sold 144 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $17.2K.
  • Avantis US Small Cap Value ETF made up 1.46% of Emprise Bank's portfolio in Q2 2026, its #16 holding.
  • Emprise Bank first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.