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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Avantis US Small Cap Value ETF AVUV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 		$29.9K Buy
239
+170
+246% +$20.3K 0.01% 375
2026
Q1 		$7.69K Hold
69
– – ﹤0.01% 411
2025
Q4 		$7.08K Hold
69
– – ﹤0.01% 431
2025
Q3 		$6.89K Buy
69
+1
+1% +$97 ﹤0.01% 425
2025
Q2 		$6.28K Hold
68
– – ﹤0.01% 389
2025
Q1 		$5.98K Hold
68
– – ﹤0.01% 382
2024
Q4 		$6.59K Buy
+68
New +$6.76K ﹤0.01% 389

Other funds holding AVUV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AVUV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Avantis US Small Cap Value ETF (AVUV) stake by 246% in Q2 2026, buying an estimated $20.3K and bringing the position to 239 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #375.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 828 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 239 shares of Avantis US Small Cap Value ETF worth $29.9K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 170 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $20.3K.
  • Avantis US Small Cap Value ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #375 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.