Global Strategic Investment Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Global Strategic Investment Solutions’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	$9.57M	Buy	76,699 +1,455	+2%	+$174K	0.85%	29
2026 Q1	$8.31M	Sell	75,244 -1,986	-3%	-$219K	0.81%	31
2025 Q4	$7.88M	Sell	77,230 -1,669	-2%	-$167K	0.77%	30
2025 Q3	$7.85M	Sell	78,899 -3,183	-4%	-$308K	0.78%	30
2025 Q2	$7.48M	Buy	82,082 +2,948	+4%	+$254K	0.8%	31
2025 Q1	$6.9M	Buy	79,134 +24,118	+44%	+$2.27M	0.8%	29
2024 Q4	$5.31M	Buy	+55,016	New	+$5.47M	0.62%	34

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

Global Strategic Investment Solutions's AVUV Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.9% in Q2 2026, buying an estimated $174K and bringing the position to 76,699 shares worth $9.57M. The position accounts for 0.85% of the portfolio, ranked #29.

Global Strategic Investment Solutions first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Global Strategic Investment Solutions held 76,699 shares of Avantis US Small Cap Value ETF worth $9.57M as of Q2 2026.
Global Strategic Investment Solutions bought 1,455 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $174K.
Avantis US Small Cap Value ETF made up 0.85% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #29 holding.
Global Strategic Investment Solutions first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.