Mosley Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Mosley Wealth Management’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	$11.2K	Buy	+90	New	+$10.7K	﹤0.01%	376

Other funds holding AVUV

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

Mosley Wealth Management's AVUV Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 90 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #376 among its holdings.

828 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Mosley Wealth Management held 90 shares of Avantis US Small Cap Value ETF worth $11.2K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Mosley Wealth Management position in Q2 2026.
Avantis US Small Cap Value ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #376 holding.
828 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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