Kings Path Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Kings Path Partners’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	$961K	Buy	7,702 +359	+5%	+$42.8K	0.26%	40
2026 Q1	$811K	Sell	7,343 -32	-0.4%	-$3.52K	0.28%	39
2025 Q4	$752K	Sell	7,375 -330	-4%	-$33K	0.26%	40
2025 Q3	$767K	Sell	7,705 -191	-2%	-$18.5K	0.28%	37
2025 Q2	$719K	Buy	7,896 +338	+4%	+$29.1K	0.29%	41
2025 Q1	$659K	Buy	7,558 +163	+2%	+$15.3K	0.32%	47
2024 Q4	$714K	Sell	7,395 -417	-5%	-$41.4K	0.3%	83
2024 Q3	$750K	Buy	7,812 +51	+0.7%	+$4.77K	0.31%	80
2024 Q2	$696K	Buy	+7,761	New	+$703K	0.33%	79

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

Kings Path Partners's AVUV Position: Q2 2026 in Review

Kings Path Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.9% in Q2 2026, buying an estimated $42.8K and bringing the position to 7,702 shares worth $961K. The position accounts for 0.26% of the portfolio, ranked #40.

Kings Path Partners first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Kings Path Partners held 7,702 shares of Avantis US Small Cap Value ETF worth $961K as of Q2 2026.
Kings Path Partners bought 359 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $42.8K.
Avantis US Small Cap Value ETF made up 0.26% of Kings Path Partners's portfolio in Q2 2026, its #40 holding.
Kings Path Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.