FLI
AVUV icon

Family Legacy Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Family Legacy Inc’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 		$286K Sell
2,290
-51
-2% -$6.08K 0.08% 116
2026
Q1 		$259K Sell
2,341
-27
-1% -$2.97K 0.08% 116
2025
Q4 		$241K Sell
2,368
-5
-0.2% -$500 0.07% 118
2025
Q3 		$236K Buy
2,373
+118
+5% +$11.4K 0.07% 119
2025
Q2 		$205K Buy
+2,255
New +$194K 0.07% 121

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

Family Legacy Inc's AVUV Position: Q2 2026 in Review

Family Legacy Inc reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.2% in Q2 2026, selling an estimated $6.08K and leaving 2,290 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #116.

Family Legacy Inc first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Family Legacy Inc held 2,290 shares of Avantis US Small Cap Value ETF worth $286K as of Q2 2026.
  • Family Legacy Inc sold 51 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $6.08K.
  • Avantis US Small Cap Value ETF made up 0.08% of Family Legacy Inc's portfolio in Q2 2026, its #116 holding.
  • Family Legacy Inc first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Family Legacy Inc's 13F filing for Q2 2026, filed 6 Aug 2026.