Golden Bell Financial Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Golden Bell Financial Planning’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	$8.52M	Sell	68,260 -797	-1%	-$95.1K	6.26%	6
2026 Q1	$7.63M	Buy	69,057 +1,847	+3%	+$203K	6.08%	7
2025 Q4	$6.85M	Buy	67,210 +4,259	+7%	+$426K	5.71%	7
2025 Q3	$6.27M	Buy	62,951 +1,258	+2%	+$122K	5.44%	7
2025 Q2	$5.62M	Buy	61,693 +1,908	+3%	+$164K	5.29%	8
2025 Q1	$5.21M	Buy	59,785 +3,247	+6%	+$305K	5.06%	8
2024 Q4	$5.46M	Buy	+56,538	New	+$5.62M	5.49%	7

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

Golden Bell Financial Planning's AVUV Position: Q2 2026 in Review

Golden Bell Financial Planning reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.2% in Q2 2026, selling an estimated $95.1K and leaving 68,260 shares worth $8.52M. The position accounts for 6.26% of the portfolio, ranked #6.

Golden Bell Financial Planning first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,144 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Golden Bell Financial Planning held 68,260 shares of Avantis US Small Cap Value ETF worth $8.52M as of Q2 2026.
Golden Bell Financial Planning sold 797 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $95.1K.
Avantis US Small Cap Value ETF made up 6.26% of Golden Bell Financial Planning's portfolio in Q2 2026, its #6 holding.
Golden Bell Financial Planning first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,144 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.