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Financial Partners Group (Kansas)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Financial Partners Group (Kansas)’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 		$48.8M Sell
390,844
-806
-0.2% -$96.1K 4.95% 2
2026
Q1 		$43.3M Buy
391,650
+1,226
+0.3% +$135K 5.18% 2
2025
Q4 		$42.7M Sell
390,424
-3,616
-0.9% -$362K 4.93% 2
2025
Q3 		$39.2M Buy
394,040
+656
+0.2% +$63.5K 4.88% 3
2025
Q2 		$35.8M Buy
393,384
+10,723
+3% +$924K 4.96% 2
2025
Q1 		$33.4M Buy
382,661
+9,487
+3% +$891K 5.15% 2
2024
Q4 		$36M Buy
373,174
+8,867
+2% +$881K 5.26% 3
2024
Q3 		$35M Buy
364,307
+31,466
+9% +$2.94M 5.17% 3
2024
Q2 		$29.9M Buy
332,841
+21,221
+7% +$1.92M 4.71% 3
2024
Q1 		$29.2M Buy
311,620
+99,636
+47% +$8.82M 4.66% 4
2023
Q4 		$19M Buy
211,984
+28,815
+16% +$2.31M 3.41% 8
2023
Q3 		$13.7M Buy
183,169
+13,309
+8% +$1.07M 2.83% 13
2023
Q2 		$14.2M Buy
169,860
+30,500
+22% +$2.24M 2.87% 11
2023
Q1 		$10.3M Buy
139,360
+736
+0.5% +$57.6K 2.3% 13
2022
Q4 		$11.5M Buy
138,624
+718
+0.5% +$54K 2.52% 11
2022
Q3 		$9.12M Sell
137,906
-7,377
-5% -$538K 2.4% 12
2022
Q2 		$9.93M Buy
145,283
+28,741
+25% +$2.18M 2.49% 11
2022
Q1 		$9.31M Buy
116,542
+9,753
+9% +$772K 2.01% 15
2021
Q4 		$8.25M Buy
106,789
+26,927
+34% +$2.14M 1.8% 18
2021
Q3 		$6.04M Buy
79,862
+7,516
+10% +$557K 1.42% 20
2021
Q2 		$5.5M Buy
+72,346
New +$5.47M 1.42% 19

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

Financial Partners Group (Kansas)'s AVUV Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.21% in Q2 2026, selling an estimated $96.1K and leaving 390,844 shares worth $48.8M. The position accounts for 4.95% of the portfolio, ranked #2.

Financial Partners Group (Kansas) first reported a position in AVUV in Q2 2021 and has held it in 21 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Financial Partners Group (Kansas) held 390,844 shares of Avantis US Small Cap Value ETF worth $48.8M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 806 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $96.1K.
  • Avantis US Small Cap Value ETF made up 4.95% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #2 holding.
  • Financial Partners Group (Kansas) first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.