Equita Financial Network’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Equita Financial Network’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	$5.33M	Sell	42,731 -665	-2%	-$79.3K	1.48%	16
2026 Q1	$4.79M	Sell	43,396 -1,454	-3%	-$160K	1.51%	16
2025 Q4	$4.57M	Sell	44,850 -159	-0.4%	-$15.9K	1.38%	16
2025 Q3	$4.48M	Sell	45,009 -4,266	-9%	-$413K	1.51%	15
2025 Q2	$4.49M	Buy	49,275 +4,484	+10%	+$386K	1.79%	13
2025 Q1	$3.9M	Buy	44,791 +297	+0.7%	+$27.9K	1.36%	19
2024 Q4	$4.29M	Sell	44,494 -506	-1%	-$50.3K	1.55%	19
2024 Q3	$4.32M	Sell	45,000 -818	-2%	-$76.5K	1.58%	19
2024 Q2	$4.11M	Sell	45,818 -2,803	-6%	-$254K	1.72%	20
2024 Q1	$4.56M	Sell	48,621 -69,414	-59%	-$6.14M	2.05%	18
2023 Q4	$10.6M	Buy	118,035 +23,262	+25%	+$1.86M	5.65%	3
2023 Q3	$7.39M	Buy	+94,773	New	+$7.61M	4.55%	5

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Equita Financial Network's AVUV Position: Q2 2026 in Review

Equita Financial Network reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q2 2026, selling an estimated $79.3K and leaving 42,731 shares worth $5.33M. The position accounts for 1.48% of the portfolio, ranked #16.

Equita Financial Network first reported a position in AVUV in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.6M in Q4 2023. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Equita Financial Network held 42,731 shares of Avantis US Small Cap Value ETF worth $5.33M as of Q2 2026.
Equita Financial Network sold 665 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $79.3K.
Avantis US Small Cap Value ETF made up 1.48% of Equita Financial Network's portfolio in Q2 2026, its #16 holding.
Equita Financial Network first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Equita Financial Network's Avantis US Small Cap Value ETF position peaked at $10.6M in Q4 2023.
1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.