Fortitude Family Office’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Fortitude Family Office’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	$2.41M	Sell	19,357 -1,669	-8%	-$199K	0.47%	40
2026 Q1	$2.32M	Sell	21,026 -273	-1%	-$30.1K	0.52%	40
2025 Q4	$2.17M	Sell	21,299 -1,048	-5%	-$105K	0.51%	44
2025 Q3	$2.22M	Sell	22,347 -1,298	-5%	-$126K	0.6%	37
2025 Q2	$2.15M	Buy	23,645 +19,768	+510%	+$1.7M	0.71%	33
2025 Q1	$338K	Buy	3,877 +3,777	+3,777%	+$355K	0.12%	86
2024 Q4	$9.65K	Hold	100	–	–	﹤0.01%	639
2024 Q3	$9.6K	Buy	+100	New	+$9.35K	﹤0.01%	584
2024 Q2	–	Sell	-386	Closed	-$36.2K	–	971
2024 Q1	$36.2K	Sell	386 -22	-5%	-$1.95K	0.02%	190
2023 Q4	$36.6K	Buy	+408	New	+$32.6K	0.03%	214

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

Fortitude Family Office's AVUV Position: Q2 2026 in Review

Fortitude Family Office reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7.9% in Q2 2026, selling an estimated $199K and leaving 19,357 shares worth $2.41M. The position accounts for 0.47% of the portfolio, ranked #40.

Fortitude Family Office first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Fortitude Family Office held 19,357 shares of Avantis US Small Cap Value ETF worth $2.41M as of Q2 2026.
Fortitude Family Office sold 1,669 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $199K.
Avantis US Small Cap Value ETF made up 0.47% of Fortitude Family Office's portfolio in Q2 2026, its #40 holding.
Fortitude Family Office first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.