Heck Capital Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Heck Capital Advisors’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	-2,127	Closed	-$235K	–	215
2026 Q1	$235K	Hold	2,127	–	–	0.02%	191
2025 Q4	$217K	Hold	2,127	–	–	0.02%	204
2025 Q3	$212K	Buy	+2,127	New	+$206K	0.02%	192
2025 Q2	–	Sell	-1,166	Closed	-$102K	–	182
2025 Q1	$102K	Sell	1,166 -7,056	-86%	-$663K	0.01%	164
2024 Q4	$794K	Buy	8,222 +7,056	+605%	+$701K	0.03%	152
2024 Q3	$112K	Hold	1,166	–	–	0.01%	152
2024 Q2	$105K	Buy	1,166 +487	+72%	+$44.1K	0.01%	148
2024 Q1	$63.6K	Hold	679	–	–	0.01%	154
2023 Q4	$61K	Sell	679 -1,485	-69%	-$119K	0.01%	149
2023 Q3	$169K	Hold	2,164	–	–	0.03%	127
2023 Q2	$168K	Sell	2,164 -3,310	-60%	-$243K	0.03%	126
2023 Q1	$405K	Sell	5,474 -195,459	-97%	-$15.3M	0.08%	89
2022 Q4	$15M	Buy	200,933 +198,789	+9,272%	+$15M	2.9%	9
2022 Q3	$142K	Hold	2,144	–	–	0.03%	120
2022 Q2	$147K	Sell	2,144 -16,558	-89%	-$1.25M	0.03%	121
2022 Q1	$1.49M	Buy	+18,702	New	+$1.48M	0.27%	58

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

Heck Capital Advisors's AVUV Position: Q2 2026 in Review

Heck Capital Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 2,127 shares — an estimated $235K sold.

Heck Capital Advisors first reported a position in AVUV in Q1 2022 and held it in 16 quarters. The position peaked at $15M in Q4 2022. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Heck Capital Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Heck Capital Advisors sold 2,127 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $235K.
Heck Capital Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and held it in 16 quarters.
Heck Capital Advisors's Avantis US Small Cap Value ETF position peaked at $15M in Q4 2022.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.