MW
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Maia Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Maia Wealth’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 		$2.15M Buy
17,240
+4,450
+35% +$531K 0.32% 93
2026
Q1 		$1.41M Buy
12,790
+4,281
+50% +$471K 0.24% 119
2025
Q4 		$965K Buy
+8,509
New +$851K 0.16% 141

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Maia Wealth's AVUV Position: Q2 2026 in Review

Maia Wealth increased its Avantis US Small Cap Value ETF (AVUV) stake by 35% in Q2 2026, buying an estimated $531K and bringing the position to 17,240 shares worth $2.15M. The position accounts for 0.32% of the portfolio, ranked #93.

Maia Wealth first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Maia Wealth held 17,240 shares of Avantis US Small Cap Value ETF worth $2.15M as of Q2 2026.
  • Maia Wealth bought 4,450 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $531K.
  • Avantis US Small Cap Value ETF made up 0.32% of Maia Wealth's portfolio in Q2 2026, its #93 holding.
  • Maia Wealth first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 530 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.