Legacy Capital Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Legacy Capital Wealth 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	$2.39M	Buy	19,118 +441	+2%	+$52.6K	0.46%	39
2026 Q1	$2.06M	Sell	18,677 -941	-5%	-$104K	0.43%	40
2025 Q4	$2M	Buy	19,618 +1,173	+6%	+$117K	0.43%	38
2025 Q3	$1.84M	Buy	18,445 +291	+2%	+$28.1K	0.4%	43
2025 Q2	$1.65M	Buy	18,154 +1,123	+7%	+$96.8K	0.38%	45
2025 Q1	$1.48M	Buy	17,031 +11,697	+219%	+$1.1M	0.37%	48
2024 Q4	$515K	Buy	+5,334	New	+$530K	0.13%	174

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

Legacy Capital Wealth Partners's AVUV Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.4% in Q2 2026, buying an estimated $52.6K and bringing the position to 19,118 shares worth $2.39M. The position accounts for 0.46% of the portfolio, ranked #39.

Legacy Capital Wealth Partners first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Legacy Capital Wealth Partners held 19,118 shares of Avantis US Small Cap Value ETF worth $2.39M as of Q2 2026.
Legacy Capital Wealth Partners bought 441 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $52.6K.
Avantis US Small Cap Value ETF made up 0.46% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #39 holding.
Legacy Capital Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.