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Go Invest LLC’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Go Invest LLC’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 		– Sell
-53
Closed -$5.88K – 130
2026
Q1 		$5.88K Buy
+53
New +$5.83K ﹤0.01% 76

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Go Invest LLC's AVUV Position: Q2 2026 in Review

Go Invest LLC sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 53 shares — an estimated $5.88K sold.

Go Invest LLC first reported a position in AVUV in Q1 2026 and held it in 1 quarter. The position peaked at $5.88K in Q1 2026. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Go Invest LLC reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Go Invest LLC sold 53 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $5.88K.
  • Go Invest LLC first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Go Invest LLC's Avantis US Small Cap Value ETF position peaked at $5.88K in Q1 2026.
  • 1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.