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Intergy Private Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Intergy Private Wealth’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 		$9.35M Sell
74,913
-134
-0.2% -$16K 2.16% 11
2026
Q1 		$8.29M Buy
75,047
+3,204
+4% +$353K 2.43% 9
2025
Q4 		$7.33M Buy
71,843
+2,089
+3% +$209K 2.21% 10
2025
Q3 		$6.94M Buy
69,754
+1,287
+2% +$124K 2.17% 12
2025
Q2 		$6.24M Buy
68,467
+2,350
+4% +$203K 2.13% 13
2025
Q1 		$5.76M Buy
66,117
+1,524
+2% +$143K 2.19% 12
2024
Q4 		$6.24M Buy
64,593
+1,461
+2% +$145K 2.33% 11
2024
Q3 		$6.06M Buy
63,132
+1,234
+2% +$115K 2.31% 11
2024
Q2 		$5.55M Buy
61,898
+2,253
+4% +$204K 2.29% 11
2024
Q1 		$5.59M Buy
59,645
+1,349
+2% +$119K 2.3% 12
2023
Q4 		$5.23M Buy
58,296
+3,259
+6% +$261K 2.26% 12
2023
Q3 		$4.29M Buy
55,037
+16,629
+43% +$1.34M 2.15% 14
2023
Q2 		$2.98M Buy
+38,408
New +$2.82M 1.46% 18

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Intergy Private Wealth's AVUV Position: Q2 2026 in Review

Intergy Private Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.18% in Q2 2026, selling an estimated $16K and leaving 74,913 shares worth $9.35M. The position accounts for 2.16% of the portfolio, ranked #11.

Intergy Private Wealth first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. 261 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Intergy Private Wealth held 74,913 shares of Avantis US Small Cap Value ETF worth $9.35M as of Q2 2026.
  • Intergy Private Wealth sold 134 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $16K.
  • Avantis US Small Cap Value ETF made up 2.16% of Intergy Private Wealth's portfolio in Q2 2026, its #11 holding.
  • Intergy Private Wealth first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 261 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.