MFG
AVUV icon

Mainsail Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Mainsail Financial Group’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 		– Sell
-2,072
Closed -$229K – 73
2026
Q1 		$229K Hold
2,072
– – 0.1% 62
2025
Q4 		$211K Hold
2,072
– – 0.09% 62
2025
Q3 		$206K Buy
+2,072
New +$200K 0.09% 61

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mainsail Financial Group's AVUV Position: Q2 2026 in Review

Mainsail Financial Group sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 2,072 shares — an estimated $229K sold.

Mainsail Financial Group first reported a position in AVUV in Q3 2025 and held it in 3 quarters. The position peaked at $229K in Q1 2026. 337 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Mainsail Financial Group reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Mainsail Financial Group sold 2,072 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $229K.
  • Mainsail Financial Group first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • Mainsail Financial Group's Avantis US Small Cap Value ETF position peaked at $229K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.