Montgomery Financial Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Montgomery Financial Services’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	$27.2K	Buy	+218	New	+$26K	0.02%	103

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Montgomery Financial Services's AVUV Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 218 shares worth $27.2K. The stake represents 0.02% of the portfolio and ranks #103 among its holdings.

1,108 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Montgomery Financial Services held 218 shares of Avantis US Small Cap Value ETF worth $27.2K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Montgomery Financial Services position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #103 holding.
1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.