JFGLC
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Johnson Financial Group LLC (Colorado)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$1.4M Buy
+11,245
New +$1.34M 0.08% 67

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Bank of America
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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

Johnson Financial Group LLC (Colorado)'s AVUV Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 11,245 shares worth $1.4M. The stake represents 0.08% of the portfolio and ranks #67 among its holdings.

1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 11,245 shares of Avantis US Small Cap Value ETF worth $1.4M as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Johnson Financial Group LLC (Colorado) position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.08% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #67 holding.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.