JFS Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

JFS Wealth Advisors’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	$28.5K	Sell	228 -72	-24%	-$8.59K	﹤0.01%	667
2026 Q1	$33.1K	Buy	+300	New	+$33K	﹤0.01%	607
2025 Q4	–	Sell	-29	Closed	-$2.89K	–	1922
2025 Q3	$2.89K	Buy	+29	New	+$2.81K	﹤0.01%	1327
2025 Q2	–	Sell	-685	Closed	-$59.7K	–	1877
2025 Q1	$59.7K	Buy	+685	New	+$64.4K	﹤0.01%	441

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JFS Wealth Advisors's AVUV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 24% in Q2 2026, selling an estimated $8.59K and leaving 228 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

JFS Wealth Advisors first reported a position in AVUV in Q1 2025 and has held it in 4 quarters since. The position peaked at $59.7K in Q1 2025. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

JFS Wealth Advisors held 228 shares of Avantis US Small Cap Value ETF worth $28.5K as of Q2 2026.
JFS Wealth Advisors sold 72 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $8.59K.
Avantis US Small Cap Value ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #667 holding.
JFS Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
JFS Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $59.7K in Q1 2025.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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