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Flywheel Private Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Flywheel Private Wealth’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 		$4.86M Buy
38,944
+1,589
+4% +$190K 2.39% 11
2026
Q1 		$4.13M Buy
37,355
+61
+0.2% +$6.72K 2.35% 11
2025
Q4 		$3.8M Sell
37,294
-596
-2% -$59.6K 2.37% 11
2025
Q3 		$3.77M Buy
37,890
+1,176
+3% +$114K 2.95% 9
2025
Q2 		$3.34M Sell
36,714
-11,507
-24% -$992K 2.68% 10
2025
Q1 		$4.2M Buy
48,221
+6,323
+15% +$594K 3.83% 7
2024
Q4 		$4.04M Buy
+41,898
New +$4.16M 3.72% 7

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

Flywheel Private Wealth's AVUV Position: Q2 2026 in Review

Flywheel Private Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.3% in Q2 2026, buying an estimated $190K and bringing the position to 38,944 shares worth $4.86M. The position accounts for 2.39% of the portfolio, ranked #11.

Flywheel Private Wealth first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Flywheel Private Wealth held 38,944 shares of Avantis US Small Cap Value ETF worth $4.86M as of Q2 2026.
  • Flywheel Private Wealth bought 1,589 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $190K.
  • Avantis US Small Cap Value ETF made up 2.39% of Flywheel Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Flywheel Private Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.