FFA
AVUV icon

Fortune Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Fortune Financial Advisors’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 		$1.26M Buy
10,062
+1,098
+12% +$131K 0.54% 52
2026
Q1 		$990K Buy
8,964
+1,539
+21% +$169K 0.5% 55
2025
Q4 		$757K Buy
7,425
+551
+8% +$55.1K 0.51% 52
2025
Q3 		$684K Buy
6,874
+1,509
+28% +$146K 0.51% 55
2025
Q2 		$489K Buy
5,365
+37
+0.7% +$3.19K 0.39% 63
2025
Q1 		$464K Buy
+5,328
New +$501K 0.4% 62
2024
Q3 		– Sell
-11,579
Closed -$1.04M – 92
2024
Q2 		$1.04M Buy
11,579
+3,482
+43% +$315K 0.64% 53
2024
Q1 		$759K Buy
+8,097
New +$716K 0.48% 65

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

Fortune Financial Advisors's AVUV Position: Q2 2026 in Review

Fortune Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q2 2026, buying an estimated $131K and bringing the position to 10,062 shares worth $1.26M. The position accounts for 0.54% of the portfolio, ranked #52.

Fortune Financial Advisors first reported a position in AVUV in Q1 2024 and has held it in 8 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Fortune Financial Advisors held 10,062 shares of Avantis US Small Cap Value ETF worth $1.26M as of Q2 2026.
  • Fortune Financial Advisors bought 1,098 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $131K.
  • Avantis US Small Cap Value ETF made up 0.54% of Fortune Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Fortune Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.