Innovative Wealth Building’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Innovative Wealth Building’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	$208K	Buy	+1,664	New	+$198K	0.12%	80

Other funds holding AVUV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

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

Innovative Wealth Building's AVUV Position: Q2 2026 in Review

Innovative Wealth Building opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,664 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #80 among its holdings.

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

Innovative Wealth Building held 1,664 shares of Avantis US Small Cap Value ETF worth $208K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Innovative Wealth Building position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.12% of Innovative Wealth Building's portfolio in Q2 2026, its #80 holding.
839 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.