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

LJI 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 		$789K Sell
6,328
-1,283
-17% -$153K 0.11% 79
2026
Q1 		$841K Sell
7,611
-15,811
-68% -$1.74M 0.13% 62
2025
Q4 		$2.39M Buy
23,422
+18,650
+391% +$1.87M 0.36% 31
2025
Q3 		$475K Sell
4,772
-17,132
-78% -$1.66M 0.08% 89
2025
Q2 		$2M Sell
21,904
-3,838
-15% -$331K 0.35% 34
2025
Q1 		$2.24M Buy
25,742
+1,180
+5% +$111K 0.45% 29
2024
Q4 		$2.37M Buy
24,562
+3,918
+19% +$389K 0.47% 29
2024
Q3 		$1.98M Buy
20,644
+8,202
+66% +$767K 0.4% 32
2024
Q2 		$1.12M Buy
12,442
+1,609
+15% +$146K 0.25% 51
2024
Q1 		$1.02M Buy
10,833
+2,924
+37% +$259K 0.26% 41
2023
Q4 		$710K Buy
+7,909
New +$633K 0.18% 65

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

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

LJI Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 17% in Q2 2026, selling an estimated $153K and leaving 6,328 shares worth $789K. The position accounts for 0.11% of the portfolio, ranked #79.

LJI Wealth Management first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q4 2025. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • LJI Wealth Management held 6,328 shares of Avantis US Small Cap Value ETF worth $789K as of Q2 2026.
  • LJI Wealth Management sold 1,283 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $153K.
  • Avantis US Small Cap Value ETF made up 0.11% of LJI Wealth Management's portfolio in Q2 2026, its #79 holding.
  • LJI Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • LJI Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.39M in Q4 2025.
  • 1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.