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 +327	+4%	+$39K	0.26%	40
2026 Q1	$752K	Hold	7,375	–	–	0.26%	40
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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 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 4.4% in Q2 2026, buying an estimated $39K 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. 264 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 327 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $39K.
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.
264 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.