HWA
AVUV icon

HHM Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

HHM Wealth 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 		$28.1M Buy
224,884
+74,455
+49% +$8.88M 2.82% 8
2026
Q1 		$16.6M Buy
+150,429
New +$16.6M 1.91% 11
2024
Q3 		– Sell
-35
Closed -$3.14K – 785
2024
Q2 		$3.14K Buy
+35
New +$3.17K ﹤0.01% 673

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

HHM Wealth Advisors's AVUV Position: Q2 2026 in Review

HHM Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 49% in Q2 2026, buying an estimated $8.88M and bringing the position to 224,884 shares worth $28.1M. The position accounts for 2.82% of the portfolio, ranked #8.

HHM Wealth Advisors first reported a position in AVUV in Q2 2024 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • HHM Wealth Advisors held 224,884 shares of Avantis US Small Cap Value ETF worth $28.1M as of Q2 2026.
  • HHM Wealth Advisors bought 74,455 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $8.88M.
  • Avantis US Small Cap Value ETF made up 2.82% of HHM Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • HHM Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.