KFI
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Key Financial Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Key Financial 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 		$14.8K Hold
119
– – ﹤0.01% 779
2026
Q1 		$13.1K Hold
119
– – ﹤0.01% 821
2025
Q4 		$12.1K Buy
+119
New +$11.9K ﹤0.01% 836

Other funds holding AVUV

Creative Planning
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Key Financial Inc's AVUV Position: Q2 2026 in Review

Key Financial Inc held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 119 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Key Financial Inc first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Key Financial Inc held 119 shares of Avantis US Small Cap Value ETF worth $14.8K as of Q2 2026.
  • Key Financial Inc left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #779 holding.
  • Key Financial Inc first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.