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

Etesian Wealth Advisors’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	$3.3M	Buy	26,417 +938	+4%	+$112K	0.97%	30
2026 Q1	$2.81M	Buy	25,479 +31	+0.1%	+$3.41K	0.9%	32
2025 Q4	$2.6M	Buy	25,448 +1,957	+8%	+$196K	0.81%	33
2025 Q3	$2.34M	Buy	23,491 +934	+4%	+$90.3K	0.77%	33
2025 Q2	$2.05M	Buy	22,557 +2,692	+14%	+$232K	0.77%	34
2025 Q1	$1.73M	Buy	19,865 +399	+2%	+$37.5K	0.75%	37
2024 Q4	$1.88M	Buy	19,466 +309	+2%	+$30.7K	0.83%	28
2024 Q3	$1.84M	Buy	19,157 +624	+3%	+$58.3K	0.83%	32
2024 Q2	$1.66M	Buy	18,533 +3,219	+21%	+$292K	0.93%	32
2024 Q1	$1.44M	Hold	15,314	–	–	0.82%	42
2023 Q4	$1.39M	Buy	15,314 +636	+4%	+$50.9K	0.84%	42
2023 Q3	$1.14M	Buy	14,678 +311	+2%	+$25K	0.77%	46
2023 Q2	$1.12M	Buy	14,367 +128	+0.9%	+$9.41K	0.73%	48
2023 Q1	$1.05M	Buy	14,239 +212	+2%	+$16.6K	0.7%	48
2022 Q4	$1.05M	Buy	+14,027	New	+$1.06M	0.76%	47

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

Etesian Wealth Advisors's AVUV Position: Q2 2026 in Review

Etesian Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.7% in Q2 2026, buying an estimated $112K and bringing the position to 26,417 shares worth $3.3M. The position accounts for 0.97% of the portfolio, ranked #30.

Etesian Wealth Advisors first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Etesian Wealth Advisors held 26,417 shares of Avantis US Small Cap Value ETF worth $3.3M as of Q2 2026.
Etesian Wealth Advisors bought 938 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $112K.
Avantis US Small Cap Value ETF made up 0.97% of Etesian Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Etesian Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.