GWM
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Global Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Global Wealth Management’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 		$347K Buy
+2,784
New +$332K 0.18% 32

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Global Wealth Management's AVUV Position: Q2 2026 in Review

Global Wealth Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 2,784 shares worth $347K. The stake represents 0.18% of the portfolio and ranks #32 among its holdings.

337 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Global Wealth Management held 2,784 shares of Avantis US Small Cap Value ETF worth $347K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Global Wealth Management position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.18% of Global Wealth Management's portfolio in Q2 2026, its #32 holding.
  • 337 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.