EWA
AVUV icon

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

EverSource 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 		$789K Sell
6,327
-2,368
-27% -$282K 0.03% 408
2026
Q1 		$961K Sell
8,695
-3,032
-26% -$334K 0.03% 391
2025
Q4 		$1.2M Sell
11,727
-9,073
-44% -$908K 0.04% 293
2025
Q3 		$2.07M Sell
20,800
-14,915
-42% -$1.44M 0.08% 171
2025
Q2 		$3.25M Buy
35,715
+11,856
+50% +$1.02M 0.15% 126
2025
Q1 		$2.08M Buy
23,859
+5,176
+28% +$486K 0.11% 143
2024
Q4 		$1.8M Buy
18,683
+4,404
+31% +$438K 0.1% 162
2024
Q3 		$1.37M Buy
14,279
+12,876
+918% +$1.2M 0.09% 178
2024
Q2 		$140K Sell
1,403
-537
-28% -$48.6K 0.01% 682
2024
Q1 		$171K Sell
1,940
-6,728
-78% -$595K 0.01% 539
2023
Q4 		$778K Buy
8,668
+522
+6% +$41.8K 0.07% 191
2023
Q3 		$635K Buy
8,146
+291
+4% +$23.4K 0.07% 201
2023
Q2 		$610K Sell
7,855
-828
-10% -$60.9K 0.07% 213
2023
Q1 		$643K Sell
8,683
-1,973
-19% -$155K 0.08% 188
2022
Q4 		$794K Buy
10,656
+154
+1% +$11.6K 0.12% 140
2022
Q3 		$695K Sell
10,502
-8,977
-46% -$655K 0.16% 124
2022
Q2 		$1.33M Buy
19,479
+10,377
+114% +$786K 0.34% 56
2022
Q1 		$726K Buy
9,102
+463
+5% +$36.7K 0.18% 109
2021
Q4 		$689K Buy
+8,639
New +$688K 0.19% 91

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

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

EverSource Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 27% in Q2 2026, selling an estimated $282K and leaving 6,327 shares worth $789K. The position accounts for 0.03% of the portfolio, ranked #408.

EverSource Wealth Advisors first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.25M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • EverSource Wealth Advisors held 6,327 shares of Avantis US Small Cap Value ETF worth $789K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,368 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $282K.
  • Avantis US Small Cap Value ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #408 holding.
  • EverSource Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $3.25M in Q2 2025.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.