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

Friday Financial’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 		$4.48M Buy
36,362
+5,802
+19% +$692K 1.2% 18
2026
Q1 		$3.38M Buy
30,560
+496
+2% +$54.6K 1.16% 21
2025
Q4 		$3.07M Buy
30,064
+841
+3% +$84.1K 1.08% 22
2025
Q3 		$2.91M Buy
29,223
+7,263
+33% +$703K 1.22% 19
2025
Q2 		$2M Buy
21,960
+2,100
+11% +$181K 1.02% 21
2025
Q1 		$1.77M Buy
19,860
+6,206
+45% +$583K 1.06% 21
2024
Q4 		$1.32M Buy
+13,654
New +$1.36M 0.91% 20

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Friday Financial's AVUV Position: Q2 2026 in Review

Friday Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 19% in Q2 2026, buying an estimated $692K and bringing the position to 36,362 shares worth $4.48M. The position accounts for 1.2% of the portfolio, ranked #18.

Friday Financial first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Friday Financial held 36,362 shares of Avantis US Small Cap Value ETF worth $4.48M as of Q2 2026.
  • Friday Financial bought 5,802 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $692K.
  • Avantis US Small Cap Value ETF made up 1.2% of Friday Financial's portfolio in Q2 2026, its #18 holding.
  • Friday Financial first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.