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Insight Wealth Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Insight 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 		$15.7M Buy
126,289
+1,902
+2% +$227K 1.53% 21
2026
Q1 		$13.7M Sell
124,387
-392
-0.3% -$43.2K 1.53% 19
2025
Q4 		$12.7M Sell
124,779
-643
-0.5% -$64.3K 1.46% 22
2025
Q3 		$12.5M Sell
125,422
-180
-0.1% -$17.4K 1.47% 18
2025
Q2 		$11.7M Buy
125,602
+5,986
+5% +$516K 1.48% 19
2025
Q1 		$10.4M Sell
119,616
-2,653
-2% -$249K 1.4% 21
2024
Q4 		$11.8M Buy
122,269
+2,291
+2% +$228K 1.58% 17
2024
Q3 		$11.5M Buy
119,978
+1,302
+1% +$122K 1.52% 19
2024
Q2 		$10.6M Buy
118,676
+2,849
+2% +$258K 1.52% 19
2024
Q1 		$10.9M Sell
115,827
-1,039
-0.9% -$91.9K 1.59% 18
2023
Q4 		$10.5M Sell
116,866
-3,758
-3% -$301K 1.69% 19
2023
Q3 		$9.4M Buy
+120,624
New +$9.69M 1.82% 17

Other funds holding AVUV

PL
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Insight Wealth Strategies's AVUV Position: Q2 2026 in Review

Insight Wealth Strategies increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q2 2026, buying an estimated $227K and bringing the position to 126,289 shares worth $15.7M. The position accounts for 1.53% of the portfolio, ranked #21.

Insight Wealth Strategies first reported a position in AVUV in Q3 2023 and has held it in 12 quarters since. 576 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Insight Wealth Strategies held 126,289 shares of Avantis US Small Cap Value ETF worth $15.7M as of Q2 2026.
  • Insight Wealth Strategies bought 1,902 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $227K.
  • Avantis US Small Cap Value ETF made up 1.53% of Insight Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Insight Wealth Strategies first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 576 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.