HWM
AVUV icon

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

HBE 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 		$2.62M Sell
21,037
-210
-1% -$25K 1.89% 12
2026
Q1 		$2.35M Buy
21,247
+2,411
+13% +$265K 2.05% 12
2025
Q4 		$1.92M Buy
+18,836
New +$1.88M 1.81% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

HBE Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.99% in Q2 2026, selling an estimated $25K and leaving 21,037 shares worth $2.62M. The position accounts for 1.89% of the portfolio, ranked #12.

HBE Wealth Management first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • HBE Wealth Management held 21,037 shares of Avantis US Small Cap Value ETF worth $2.62M as of Q2 2026.
  • HBE Wealth Management sold 210 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $25K.
  • Avantis US Small Cap Value ETF made up 1.89% of HBE Wealth Management's portfolio in Q2 2026, its #12 holding.
  • HBE Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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