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MN Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

MN Wealth Advisors’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 		$1.19M Buy
9,553
+956
+11% +$114K 0.51% 41
2026
Q1 		$950K Sell
8,597
-172
-2% -$18.9K 0.46% 46
2025
Q4 		$894K Sell
8,769
-8,836
-50% -$884K 0.45% 45
2025
Q3 		$1.75M Sell
17,605
-202
-1% -$19.5K 0.94% 21
2025
Q2 		$1.62M Sell
17,807
-4,064
-19% -$350K 0.94% 20
2025
Q1 		$1.91M Sell
21,871
-4,642
-18% -$436K 1.12% 22
2024
Q4 		$2.56M Buy
26,513
+2,667
+11% +$265K 1.44% 17
2024
Q3 		$2.29M Buy
23,846
+9,772
+69% +$913K 1.3% 19
2024
Q2 		$1.26M Buy
14,074
+3,322
+31% +$301K 0.73% 30
2024
Q1 		$1.01M Buy
10,752
+1,995
+23% +$177K 0.62% 39
2023
Q4 		$786K Buy
+8,757
New +$701K 0.54% 42

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

MN Wealth Advisors's AVUV Position: Q2 2026 in Review

MN Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q2 2026, buying an estimated $114K and bringing the position to 9,553 shares worth $1.19M. The position accounts for 0.51% of the portfolio, ranked #41.

MN Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.56M in Q4 2024. 438 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • MN Wealth Advisors held 9,553 shares of Avantis US Small Cap Value ETF worth $1.19M as of Q2 2026.
  • MN Wealth Advisors bought 956 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $114K.
  • Avantis US Small Cap Value ETF made up 0.51% of MN Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • MN Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • MN Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $2.56M in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.