FMB Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

FMB Wealth Management’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	$2.92M	Hold	23,373	–	–	1.07%	22
2026 Q1	$2.58M	Hold	23,373	–	–	1.07%	22
2025 Q4	$2.38M	Sell	23,373 -2,655	-10%	-$266K	0.94%	23
2025 Q3	$2.59M	Hold	26,028	–	–	1.1%	22
2025 Q2	$2.37M	Sell	26,028 -665	-2%	-$57.3K	1.13%	22
2025 Q1	$2.33M	Buy	26,693 +895	+3%	+$84.1K	1.29%	20
2024 Q4	$2.49M	Hold	25,798	–	–	1.4%	21
2024 Q3	$2.48M	Buy	25,798 +835	+3%	+$78K	1.4%	20
2024 Q2	$2.24M	Hold	24,963	–	–	1.7%	16
2024 Q1	$2.34M	Hold	24,963	–	–	1.87%	15
2023 Q4	$2.24M	Sell	24,963 -1,288	-5%	-$103K	2.05%	14
2023 Q3	$2.05M	Hold	26,251	–	–	2.2%	14
2023 Q2	$2.04M	Hold	26,251	–	–	2.16%	15
2023 Q1	$1.94M	Hold	26,251	–	–	2.32%	15
2022 Q4	$1.96M	Buy	+26,251	New	+$1.97M	2.52%	15

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FMB Wealth Management's AVUV Position: Q2 2026 in Review

FMB Wealth Management held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 23,373 shares worth $2.92M. The position accounts for 1.07% of the portfolio, ranked #22.

FMB Wealth Management first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

FMB Wealth Management held 23,373 shares of Avantis US Small Cap Value ETF worth $2.92M as of Q2 2026.
FMB Wealth Management left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 1.07% of FMB Wealth Management's portfolio in Q2 2026, its #22 holding.
FMB Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.