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

Gateway Wealth Partners’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	$14.4M	Sell	115,160 -100,548	-47%	-$12M	0.86%	17
2026 Q1	$23.8M	Buy	215,708 +124,110	+135%	+$13.7M	0.93%	12
2025 Q4	$9.34M	Buy	91,598 +3,050	+3%	+$305K	1.04%	18
2025 Q3	$8.81M	Buy	88,548 +6,122	+7%	+$592K	1.19%	16
2025 Q2	$7.51M	Buy	82,426 +16,303	+25%	+$1.41M	1.42%	10
2025 Q1	$5.76M	Buy	66,123 +7,167	+12%	+$673K	1.3%	11
2024 Q4	$5.69M	Buy	58,956 +27,232	+86%	+$2.71M	1.47%	11
2024 Q3	$3.04M	Buy	31,724 +960	+3%	+$89.7K	0.84%	32
2024 Q2	$2.76M	Buy	30,764 +6,138	+25%	+$556K	0.83%	29
2024 Q1	$2.31M	Buy	24,626 +3,977	+19%	+$352K	0.83%	32
2023 Q4	$1.85M	Buy	20,649 +2,698	+15%	+$216K	0.75%	35
2023 Q3	$1.4M	Buy	17,951 +292	+2%	+$23.5K	0.25%	64
2023 Q2	$1.37M	Buy	17,659 +6,649	+60%	+$489K	0.25%	64
2023 Q1	$815K	Buy	+11,010	New	+$862K	0.13%	85

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

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

Gateway Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 47% in Q2 2026, selling an estimated $12M and leaving 115,160 shares worth $14.4M. The position accounts for 0.86% of the portfolio, ranked #17.

Gateway Wealth Partners first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.8M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Gateway Wealth Partners held 115,160 shares of Avantis US Small Cap Value ETF worth $14.4M as of Q2 2026.
Gateway Wealth Partners sold 100,548 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $12M.
Avantis US Small Cap Value ETF made up 0.86% of Gateway Wealth Partners's portfolio in Q2 2026, its #17 holding.
Gateway Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Gateway Wealth Partners's Avantis US Small Cap Value ETF position peaked at $23.8M in Q1 2026.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.