Higgins & Schmidt Wealth Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$9.67M	Buy	77,482 +62	+0.1%	+$7.4K	3.99%	7
2026 Q1	$8.55M	Buy	77,420 +2,830	+4%	+$312K	3.91%	7
2025 Q4	$7.61M	Buy	74,590 +4,088	+6%	+$409K	3.6%	8
2025 Q3	$7.02M	Buy	70,502 +2,058	+3%	+$199K	3.54%	9
2025 Q2	$6.24M	Buy	68,444 +3,929	+6%	+$339K	3.45%	9
2025 Q1	$5.62M	Buy	64,515 +6,867	+12%	+$645K	3.32%	11
2024 Q4	$5.56M	Buy	+57,648	New	+$5.73M	3.47%	10

Other funds holding AVUV

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's AVUV Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.08% in Q2 2026, buying an estimated $7.4K and bringing the position to 77,482 shares worth $9.67M. The position accounts for 3.99% of the portfolio, ranked #7.

Higgins & Schmidt Wealth Strategies first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 636 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 77,482 shares of Avantis US Small Cap Value ETF worth $9.67M as of Q2 2026.
Higgins & Schmidt Wealth Strategies bought 62 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $7.4K.
Avantis US Small Cap Value ETF made up 3.99% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #7 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
636 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.