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Leavell Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Leavell Investment 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 		$1.04M Buy
8,316
+1,688
+25% +$201K 0.04% 320
2026
Q1 		$732K Buy
6,628
+1,744
+36% +$192K 0.03% 351
2025
Q4 		$498K Sell
4,884
-415
-8% -$41.5K 0.02% 412
2025
Q3 		$527K Sell
5,299
-800
-13% -$77.4K 0.02% 402
2025
Q2 		$556K Sell
6,099
-740
-11% -$63.8K 0.02% 382
2025
Q1 		$596K Buy
6,839
+1,465
+27% +$138K 0.03% 352
2024
Q4 		$519K Buy
5,374
+55
+1% +$5.46K 0.03% 370
2024
Q3 		$510K Buy
5,319
+1,745
+49% +$163K 0.03% 375
2024
Q2 		$321K Buy
3,574
+240
+7% +$21.7K 0.02% 427
2024
Q1 		$312K Hold
3,334
– – 0.02% 416
2023
Q4 		$299K Sell
3,334
-90
-3% -$7.2K 0.02% 402
2023
Q3 		$267K Buy
3,424
+65
+2% +$5.22K 0.02% 410
2023
Q2 		$261K Sell
3,359
-900
-21% -$66.2K 0.02% 419
2023
Q1 		$315K Buy
4,259
+255
+6% +$20K 0.02% 384
2022
Q4 		$298K Buy
4,004
+105
+3% +$7.9K 0.02% 374
2022
Q3 		$258K Sell
3,899
-130
-3% -$9.48K 0.02% 386
2022
Q2 		$275K Buy
+4,029
New +$305K 0.02% 379

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

Leavell Investment Management's AVUV Position: Q2 2026 in Review

Leavell Investment Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 25% in Q2 2026, buying an estimated $201K and bringing the position to 8,316 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #320.

Leavell Investment Management first reported a position in AVUV in Q2 2022 and has held it in 17 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Leavell Investment Management held 8,316 shares of Avantis US Small Cap Value ETF worth $1.04M as of Q2 2026.
  • Leavell Investment Management bought 1,688 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $201K.
  • Avantis US Small Cap Value ETF made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #320 holding.
  • Leavell Investment Management first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.