Envestnet Portfolio Solutions
AVUV icon

Envestnet Portfolio Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Envestnet Portfolio Solutions’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 		$68M Buy
545,414
+4,934
+0.9% +$589K 0.33% 56
2026
Q1 		$59.7M Sell
540,480
-44,491
-8% -$4.9M 0.33% 53
2025
Q4 		$59.7M Buy
584,971
+11,255
+2% +$1.13M 0.21% 68
2025
Q3 		$57.1M Sell
573,716
-33,330
-5% -$3.22M 0.21% 68
2025
Q2 		$55.3M Buy
607,046
+506,450
+503% +$43.6M 0.2% 68
2025
Q1 		$8.77M Sell
100,596
-7,394
-7% -$695K 0.03% 252
2024
Q4 		$10.4M Buy
107,990
+11,453
+12% +$1.14M 0.03% 240
2024
Q3 		$9.26M Buy
96,537
+84,278
+687% +$7.88M 0.03% 260
2024
Q2 		$1.1M Buy
12,259
+1,046
+9% +$94.7K ﹤0.01% 830
2024
Q1 		$1.05M Buy
+11,213
New +$992K ﹤0.01% 827

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

Envestnet Portfolio Solutions's AVUV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.91% in Q2 2026, buying an estimated $589K and bringing the position to 545,414 shares worth $68M. The position accounts for 0.33% of the portfolio, ranked #56.

Envestnet Portfolio Solutions first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Envestnet Portfolio Solutions held 545,414 shares of Avantis US Small Cap Value ETF worth $68M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 4,934 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $589K.
  • Avantis US Small Cap Value ETF made up 0.33% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #56 holding.
  • Envestnet Portfolio Solutions first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.