Focus Partners Wealth
AVUV icon

Focus Partners Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Focus Partners 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 		$819M Sell
6,563,363
-102,627
-2% -$12.2M 0.84% 24
2026
Q1 		$737M Buy
6,665,990
+123,961
+2% +$13.6M 0.82% 22
2025
Q4 		$667M Buy
6,542,029
+450,644
+7% +$45.1M 0.76% 30
2025
Q3 		$606M Buy
6,091,385
+182,781
+3% +$17.7M 0.98% 21
2025
Q2 		$538M Buy
5,908,604
+221,372
+4% +$19.1M 1.17% 16
2025
Q1 		$496M Buy
5,687,232
+3,916,785
+221% +$368M 1.24% 12
2024
Q4 		$171M Buy
1,770,447
+27,039
+2% +$2.69M 0.44% 44
2024
Q3 		$167M Buy
+1,743,408
New +$163M 0.53% 37

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth's AVUV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q2 2026, selling an estimated $12.2M and leaving 6,563,363 shares worth $819M. The position accounts for 0.84% of the portfolio, ranked #24.

Focus Partners Wealth first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,141 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Focus Partners Wealth held 6,563,363 shares of Avantis US Small Cap Value ETF worth $819M as of Q2 2026.
  • Focus Partners Wealth sold 102,627 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $12.2M.
  • Avantis US Small Cap Value ETF made up 0.84% of Focus Partners Wealth's portfolio in Q2 2026, its #24 holding.
  • Focus Partners Wealth first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,141 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.