FF
AVUV icon

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

Financial Futures’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 		$14.8M Buy
118,369
+1,324
+1% +$158K 5.62% 7
2026
Q1 		$12.9M Buy
117,045
+4,618
+4% +$508K 5.68% 7
2025
Q4 		$11.5M Buy
112,427
+6,764
+6% +$677K 5.31% 7
2025
Q3 		$10.5M Buy
105,663
+4,295
+4% +$415K 5.11% 7
2025
Q2 		$9.23M Buy
101,368
+4,247
+4% +$366K 4.95% 7
2025
Q1 		$8.47M Buy
97,121
+1,476
+2% +$139K 4.8% 8
2024
Q4 		$9.23M Sell
95,645
-2,314
-2% -$230K 5.24% 7
2024
Q3 		$9.4M Sell
97,959
-415
-0.4% -$38.8K 5.38% 6
2024
Q2 		$8.83M Buy
98,374
+3,170
+3% +$287K 5.48% 6
2024
Q1 		$8.92M Buy
95,204
+8,813
+10% +$780K 5.92% 5
2023
Q4 		$7.76M Buy
86,391
+4,200
+5% +$336K 5.83% 5
2023
Q3 		$6.41M Buy
82,191
+7,321
+10% +$588K 5.23% 7
2023
Q2 		$5.81M Buy
74,870
+9,707
+15% +$714K 4.59% 5
2023
Q1 		$4.83M Buy
65,163
+6,924
+12% +$542K 4.06% 7
2022
Q4 		$4.34M Buy
58,239
+3,443
+6% +$259K 3.91% 9
2022
Q3 		$3.62M Buy
54,796
+11,181
+26% +$815K 3.47% 11
2022
Q2 		$2.98M Buy
+43,615
New +$3.3M 2.94% 13

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Financial Futures's AVUV Position: Q2 2026 in Review

Financial Futures increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.1% in Q2 2026, buying an estimated $158K and bringing the position to 118,369 shares worth $14.8M. The position accounts for 5.62% of the portfolio, ranked #7.

Financial Futures first reported a position in AVUV in Q2 2022 and has held it in 17 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Financial Futures held 118,369 shares of Avantis US Small Cap Value ETF worth $14.8M as of Q2 2026.
  • Financial Futures bought 1,324 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $158K.
  • Avantis US Small Cap Value ETF made up 5.62% of Financial Futures's portfolio in Q2 2026, its #7 holding.
  • Financial Futures first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.