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Keystone Financial Services (Nebraska)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Keystone Financial Services (Nebraska)’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 		$826K Buy
+6,623
New +$790K 0.5% 31

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

Keystone Financial Services (Nebraska)'s AVUV Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 6,623 shares worth $826K. The stake represents 0.5% of the portfolio and ranks #31 among its holdings.

634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Keystone Financial Services (Nebraska) held 6,623 shares of Avantis US Small Cap Value ETF worth $826K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Keystone Financial Services (Nebraska) position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.5% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #31 holding.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.