Greenup Street Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Greenup Street 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	$5.81M	Sell	46,582 -81,134	-64%	-$9.68M	0.71%	27
2026 Q1	$14.1M	Buy	127,716 +34,744	+37%	+$3.83M	1.99%	11
2025 Q4	$9.48M	Sell	92,972 -3,086	-3%	-$309K	1.37%	15
2025 Q3	$9.56M	Sell	96,058 -47,575	-33%	-$4.6M	1.47%	14
2025 Q2	$13.1M	Buy	143,633 +10,141	+8%	+$874K	2.28%	11
2025 Q1	$11.6M	Buy	133,492 +55,194	+70%	+$5.19M	2.31%	11
2024 Q4	$7.56M	Sell	78,298 -30,920	-28%	-$3.07M	1.5%	18
2024 Q3	$10.5M	Sell	109,218 -17,296	-14%	-$1.62M	2.16%	13
2024 Q2	$11.4M	Buy	126,514 +52,451	+71%	+$4.75M	2.67%	10
2024 Q1	$6.94M	Buy	74,063 +44,380	+150%	+$3.93M	1.74%	12
2023 Q4	$2.67M	Buy	29,683 +599	+2%	+$47.9K	0.74%	30
2023 Q3	$2.27M	Sell	29,084 -6,788	-19%	-$545K	0.74%	27
2023 Q2	$2.78M	Sell	35,872 -20,541	-36%	-$1.51M	0.76%	30
2023 Q1	$4.18M	Buy	56,413 +14,819	+36%	+$1.16M	1.47%	20
2022 Q4	$3.1M	Buy	41,594 +390	+0.9%	+$29.3K	1.29%	22
2022 Q3	$2.73M	Buy	41,204 +15,289	+59%	+$1.11M	1.23%	19
2022 Q2	$1.77M	Buy	+25,915	New	+$1.96M	0.83%	33

Other funds holding AVUV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Greenup Street Wealth Management's AVUV Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 64% in Q2 2026, selling an estimated $9.68M and leaving 46,582 shares worth $5.81M. The position accounts for 0.71% of the portfolio, ranked #27.

Greenup Street Wealth Management first reported a position in AVUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.1M in Q1 2026. 828 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Greenup Street Wealth Management held 46,582 shares of Avantis US Small Cap Value ETF worth $5.81M as of Q2 2026.
Greenup Street Wealth Management sold 81,134 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $9.68M.
Avantis US Small Cap Value ETF made up 0.71% of Greenup Street Wealth Management's portfolio in Q2 2026, its #27 holding.
Greenup Street Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
Greenup Street Wealth Management's Avantis US Small Cap Value ETF position peaked at $14.1M in Q1 2026.
828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.