Kachkovsky & Fisher Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Kachkovsky & Fisher Inc’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	$2.78M	Buy	+22,266	New	+$2.66M	2.67%	11

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

Kachkovsky & Fisher Inc's AVUV Position: Q2 2026 in Review

Kachkovsky & Fisher Inc opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 22,266 shares worth $2.78M. The stake represents 2.67% of the portfolio and ranks #11 among its holdings.

1,147 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Kachkovsky & Fisher Inc held 22,266 shares of Avantis US Small Cap Value ETF worth $2.78M as of Q2 2026.
Avantis US Small Cap Value ETF was a new Kachkovsky & Fisher Inc position in Q2 2026.
Avantis US Small Cap Value ETF made up 2.67% of Kachkovsky & Fisher Inc's portfolio in Q2 2026, its #11 holding.
1,147 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Kachkovsky & Fisher Inc's 13F filing for Q2 2026, filed 8 Sep 2026.