Koshinski Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Koshinski Asset 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	$611K	Buy	+4,900	New	+$584K	0.03%	408
2024 Q1	–	Sell	-2,507	Closed	-$225K	–	585
2023 Q4	$225K	Buy	+2,507	New	+$201K	0.03%	452
2022 Q2	–	Sell	-1,463	Closed	-$117K	–	679
2022 Q1	$117K	Buy	1,463 +4	+0.3%	+$317	0.01%	772
2021 Q4	$116K	Buy	1,459 +49	+3%	+$3.9K	0.01%	803
2021 Q3	$107K	Buy	+1,410	New	+$104K	0.01%	816

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

Koshinski Asset Management's AVUV Position: Q2 2026 in Review

Koshinski Asset Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 4,900 shares worth $611K. The stake represents 0.03% of the portfolio and ranks #408 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in AVUV as recently as Q4 2023.

Koshinski Asset Management first reported a position in AVUV in Q3 2021 and has held it in 5 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Koshinski Asset Management held 4,900 shares of Avantis US Small Cap Value ETF worth $611K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Koshinski Asset Management position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #408 holding.
Koshinski Asset Management first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 5 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.