JFA
AVUV icon

JNBA Financial Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

JNBA Financial 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 		$1.45M Buy
11,622
+67
+0.6% +$7.99K 0.11% 78
2026
Q1 		$1.28M Buy
11,555
+20
+0.2% +$2.2K 0.11% 85
2025
Q4 		$1.18M Sell
11,535
-86
-0.7% -$8.6K 0.1% 85
2025
Q3 		$1.16M Sell
11,621
-1,316
-10% -$127K 0.11% 83
2025
Q2 		$1.18M Sell
12,937
-3,838
-23% -$331K 0.11% 82
2025
Q1 		$1.46M Sell
16,775
-3,897
-19% -$366K 0.15% 74
2024
Q4 		$2M Sell
20,672
-1,076
-5% -$107K 0.2% 57
2024
Q3 		$2.09M Sell
21,748
-9,775
-31% -$914K 0.21% 55
2024
Q2 		$2.83M Sell
31,523
-11,713
-27% -$1.06M 0.3% 46
2024
Q1 		$4.05M Sell
43,236
-18,219
-30% -$1.61M 0.43% 43
2023
Q4 		$5.52M Buy
61,455
+9,658
+19% +$773K 0.63% 40
2023
Q3 		$4.04M Buy
51,797
+12,307
+31% +$989K 0.5% 42
2023
Q2 		$3.06M Buy
39,490
+11,476
+41% +$844K 0.37% 52
2023
Q1 		$2.07M Buy
28,014
+12,261
+78% +$960K 0.27% 64
2022
Q4 		$1.17M Buy
15,753
+3,286
+26% +$247K 0.16% 85
2022
Q3 		$825K Buy
12,467
+2,444
+24% +$178K 0.13% 96
2022
Q2 		$685K Buy
10,023
+277
+3% +$21K 0.1% 109
2022
Q1 		$778K Buy
9,746
+2,645
+37% +$209K 0.1% 105
2021
Q4 		$566K Buy
7,101
+5,203
+274% +$414K 0.07% 123
2021
Q3 		$144K Buy
+1,898
New +$141K 0.02% 211

Other funds holding AVUV

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

JNBA Financial Advisors's AVUV Position: Q2 2026 in Review

JNBA Financial Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.58% in Q2 2026, buying an estimated $7.99K and bringing the position to 11,622 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #78.

JNBA Financial Advisors first reported a position in AVUV in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.52M in Q4 2023. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • JNBA Financial Advisors held 11,622 shares of Avantis US Small Cap Value ETF worth $1.45M as of Q2 2026.
  • JNBA Financial Advisors bought 67 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $7.99K.
  • Avantis US Small Cap Value ETF made up 0.11% of JNBA Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • JNBA Financial Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • JNBA Financial Advisors's Avantis US Small Cap Value ETF position peaked at $5.52M in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.