JC
AVUV icon

JM2 Capital’s Avantis US Small Cap Value ETF AVUV Stock Holding History

JM2 Capital’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 		$438K Buy
3,512
+1,365
+64% +$163K 0.3% 78
2026
Q1 		$237K Buy
+2,147
New +$236K 0.2% 103

Other funds holding AVUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
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
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
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

JM2 Capital's AVUV Position: Q2 2026 in Review

JM2 Capital increased its Avantis US Small Cap Value ETF (AVUV) stake by 64% in Q2 2026, buying an estimated $163K and bringing the position to 3,512 shares worth $438K. The position accounts for 0.3% of the portfolio, ranked #78.

JM2 Capital first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 780 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • JM2 Capital held 3,512 shares of Avantis US Small Cap Value ETF worth $438K as of Q2 2026.
  • JM2 Capital bought 1,365 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $163K.
  • Avantis US Small Cap Value ETF made up 0.3% of JM2 Capital's portfolio in Q2 2026, its #78 holding.
  • JM2 Capital first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 780 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.