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Marino Stram & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Marino Stram & Associates’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 		$507K Buy
4,065
+1,090
+37% +$130K 0.08% 122
2026
Q1 		$329K Buy
2,975
+242
+9% +$26.6K 0.06% 145
2025
Q4 		$279K Buy
+2,733
New +$273K 0.05% 156

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

Marino Stram & Associates's AVUV Position: Q2 2026 in Review

Marino Stram & Associates increased its Avantis US Small Cap Value ETF (AVUV) stake by 37% in Q2 2026, buying an estimated $130K and bringing the position to 4,065 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #122.

Marino Stram & Associates first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Marino Stram & Associates held 4,065 shares of Avantis US Small Cap Value ETF worth $507K as of Q2 2026.
  • Marino Stram & Associates bought 1,090 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $130K.
  • Avantis US Small Cap Value ETF made up 0.08% of Marino Stram & Associates's portfolio in Q2 2026, its #122 holding.
  • Marino Stram & Associates first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.