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Integrity Wealth Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Integrity Wealth Solutions’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 		$10.6M Buy
85,116
+1,075
+1% +$128K 3.92% 4
2026
Q1 		$9.28M Sell
84,041
-1,025
-1% -$113K 3.65% 4
2025
Q4 		$8.68M Buy
85,066
+4,635
+6% +$464K 3.43% 5
2025
Q3 		$8.01M Buy
80,431
+5,019
+7% +$486K 3.57% 4
2025
Q2 		$6.87M Buy
75,412
+5,393
+8% +$465K 3.35% 4
2025
Q1 		$6.1M Buy
70,019
+1,507
+2% +$142K 3.31% 6
2024
Q4 		$6.61M Buy
68,512
+41
+0.1% +$4.07K 3.7% 4
2024
Q3 		$6.57M Buy
68,471
+3,006
+5% +$281K 3.83% 4
2024
Q2 		$5.87M Buy
65,465
+2,616
+4% +$237K 3.82% 4
2024
Q1 		$5.89M Sell
62,849
-253
-0.4% -$22.4K 3.85% 4
2023
Q4 		$5.67M Buy
+63,102
New +$5.05M 3.92% 4

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Integrity Wealth Solutions's AVUV Position: Q2 2026 in Review

Integrity Wealth Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.3% in Q2 2026, buying an estimated $128K and bringing the position to 85,116 shares worth $10.6M. The position accounts for 3.92% of the portfolio, ranked #4.

Integrity Wealth Solutions first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Integrity Wealth Solutions held 85,116 shares of Avantis US Small Cap Value ETF worth $10.6M as of Q2 2026.
  • Integrity Wealth Solutions bought 1,075 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $128K.
  • Avantis US Small Cap Value ETF made up 3.92% of Integrity Wealth Solutions's portfolio in Q2 2026, its #4 holding.
  • Integrity Wealth Solutions first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.