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GC Wealth Management RIA’s Avantis US Small Cap Value ETF AVUV Stock Holding History

GC Wealth Management RIA’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 		$1.2M Sell
9,593
-34,078
-78% -$4.06M 0.07% 198
2026
Q1 		$4.82M Buy
43,671
+1,904
+5% +$210K 0.2% 79
2025
Q4 		$4.26M Buy
41,767
+949
+2% +$94.9K 0.16% 91
2025
Q3 		$4.06M Buy
40,818
+35,989
+745% +$3.48M 0.13% 126
2025
Q2 		$440K Buy
4,829
+312
+7% +$26.9K 0.04% 352
2025
Q1 		$394K Hold
4,517
– – 0.07% 211
2024
Q4 		$436K Hold
4,517
– – 0.08% 197
2024
Q3 		$433K Buy
+4,517
New +$422K 0.08% 208

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

GC Wealth Management RIA's AVUV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Avantis US Small Cap Value ETF (AVUV) stake by 78% in Q2 2026, selling an estimated $4.06M and leaving 9,593 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #198.

GC Wealth Management RIA first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.82M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • GC Wealth Management RIA held 9,593 shares of Avantis US Small Cap Value ETF worth $1.2M as of Q2 2026.
  • GC Wealth Management RIA sold 34,078 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $4.06M.
  • Avantis US Small Cap Value ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #198 holding.
  • GC Wealth Management RIA first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • GC Wealth Management RIA's Avantis US Small Cap Value ETF position peaked at $4.82M in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.