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KMG Fiduciary Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

KMG Fiduciary 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 		$974K Buy
7,807
+126
+2% +$15K 0.09% 126
2026
Q1 		$849K Buy
7,681
+106
+1% +$11.7K 0.06% 176
2025
Q4 		$773K Buy
7,575
+468
+7% +$46.8K 0.05% 175
2025
Q3 		$707K Sell
7,107
-797
-10% -$77.1K 0.05% 212
2025
Q2 		$720K Buy
+7,904
New +$681K 0.05% 205

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

KMG Fiduciary Partners's AVUV Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.6% in Q2 2026, buying an estimated $15K and bringing the position to 7,807 shares worth $974K. The position accounts for 0.09% of the portfolio, ranked #126.

KMG Fiduciary Partners first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • KMG Fiduciary Partners held 7,807 shares of Avantis US Small Cap Value ETF worth $974K as of Q2 2026.
  • KMG Fiduciary Partners bought 126 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $15K.
  • Avantis US Small Cap Value ETF made up 0.09% of KMG Fiduciary Partners's portfolio in Q2 2026, its #126 holding.
  • KMG Fiduciary Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 204 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.