MQWP
AVUV icon

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

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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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. 530 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.
  • 530 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.