HSA
AVUV icon

HBK Sorce Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

HBK Sorce Advisory’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 		$207K Buy
+1,624
New +$194K ﹤0.01% 624

Other funds holding AVUV

LPL Financial
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
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
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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

HBK Sorce Advisory's AVUV Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,624 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings.

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

  • HBK Sorce Advisory held 1,624 shares of Avantis US Small Cap Value ETF worth $207K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new HBK Sorce Advisory position in Q2 2026.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #624 holding.
  • 828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.