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Kingsview Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Kingsview Wealth Management’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 		$3.85M Buy
30,871
+12,454
+68% +$1.49M 0.05% 382
2026
Q1 		$2.03M Buy
18,417
+3,192
+21% +$351K 0.03% 507
2025
Q4 		$1.55M Buy
15,225
+1,804
+13% +$180K 0.02% 529
2025
Q3 		$1.34M Buy
13,421
+432
+3% +$41.8K 0.02% 539
2025
Q2 		$1.18M Buy
12,989
+7,250
+126% +$625K 0.02% 544
2025
Q1 		$500K Buy
+5,739
New +$539K 0.01% 725
2024
Q2 		– Sell
-28,002
Closed -$2.62M – 1039
2024
Q1 		$2.62M Buy
+28,002
New +$2.48M 0.07% 273
2023
Q2 		– Sell
-3,617
Closed -$268K – 909
2023
Q1 		$268K Sell
3,617
-33,126
-90% -$2.59M 0.01% 748
2022
Q4 		$2.74M Buy
36,743
+3,781
+11% +$284K 0.12% 200
2022
Q3 		$2.18M Buy
32,962
+2,250
+7% +$164K 0.1% 214
2022
Q2 		$2.1M Buy
30,712
+3,925
+15% +$297K 0.1% 220
2022
Q1 		$2.14M Buy
26,787
+8,212
+44% +$650K 0.09% 230
2021
Q4 		$1.48M Buy
+18,575
New +$1.48M 0.06% 296

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

Kingsview Wealth Management's AVUV Position: Q2 2026 in Review

Kingsview Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 68% in Q2 2026, buying an estimated $1.49M and bringing the position to 30,871 shares worth $3.85M. The position accounts for 0.05% of the portfolio, ranked #382.

Kingsview Wealth Management first reported a position in AVUV in Q4 2021 and has held it in 13 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Kingsview Wealth Management held 30,871 shares of Avantis US Small Cap Value ETF worth $3.85M as of Q2 2026.
  • Kingsview Wealth Management bought 12,454 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.49M.
  • Avantis US Small Cap Value ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Kingsview Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.