EW
AVUV icon

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

Enzi Wealth’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 		$40.4M Buy
325,220
+14,072
+5% +$1.68M 12.78% 3
2026
Q1 		$34.4M Buy
311,148
+20,462
+7% +$2.25M 11.93% 3
2025
Q4 		$31.3M Buy
290,686
+234,916
+421% +$23.5M 11.03% 3
2025
Q3 		$5.41M Buy
55,770
+638
+1% +$61.7K 1.9% 16
2025
Q2 		$5.23M Buy
55,132
+655
+1% +$56.5K 1.92% 16
2025
Q1 		$4.52M Buy
54,477
+3,977
+8% +$374K 1.83% 16
2024
Q4 		$5.04M Buy
50,500
+2,011
+4% +$200K 1.92% 15
2024
Q3 		$4.72M Buy
48,489
+3,602
+8% +$337K 1.84% 16
2024
Q2 		$3.96M Buy
44,887
+6,334
+16% +$574K 1.74% 15
2024
Q1 		$3.4M Buy
38,553
+12,199
+46% +$1.08M 1.6% 16
2023
Q4 		$2.28M Buy
+26,354
New +$2.11M 1.1% 16

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Enzi Wealth's AVUV Position: Q2 2026 in Review

Enzi Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.5% in Q2 2026, buying an estimated $1.68M and bringing the position to 325,220 shares worth $40.4M. The position accounts for 12.78% of the portfolio, ranked #3.

Enzi Wealth first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Enzi Wealth held 325,220 shares of Avantis US Small Cap Value ETF worth $40.4M as of Q2 2026.
  • Enzi Wealth bought 14,072 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.68M.
  • Avantis US Small Cap Value ETF made up 12.78% of Enzi Wealth's portfolio in Q2 2026, its #3 holding.
  • Enzi Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.