Morey & Quinn Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Morey & Quinn Wealth Partners’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	$1.08M	Sell	8,660 -154	-2%	-$18.4K	0.7%	35
2026 Q1	$974K	Buy	8,814 +1,026	+13%	+$113K	0.69%	34
2025 Q4	$794K	Buy	7,788 +2,443	+46%	+$244K	0.57%	45
2025 Q3	$532K	Buy	5,345 +1,104	+26%	+$107K	0.39%	64
2025 Q2	$386K	Buy	+4,241	New	+$366K	0.31%	81

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morey & Quinn Wealth Partners's AVUV Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.7% in Q2 2026, selling an estimated $18.4K and leaving 8,660 shares worth $1.08M. The position accounts for 0.7% of the portfolio, ranked #35.

Morey & Quinn Wealth Partners first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Morey & Quinn Wealth Partners held 8,660 shares of Avantis US Small Cap Value ETF worth $1.08M as of Q2 2026.
Morey & Quinn Wealth Partners sold 154 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $18.4K.
Avantis US Small Cap Value ETF made up 0.7% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #35 holding.
Morey & Quinn Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.