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MOTCO’s Avantis US Small Cap Value ETF AVUV Stock Holding History

MOTCO’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 		$2.39M Buy
19,188
+681
+4% +$81.2K 0.2% 100
2026
Q1 		$2.04M Buy
18,507
+626
+4% +$68.9K 0.19% 103
2025
Q4 		$1.82M Sell
17,881
-257
-1% -$25.7K 0.17% 111
2025
Q3 		$1.81M Buy
18,138
+2,170
+14% +$210K 0.16% 113
2025
Q2 		$1.48M Buy
+15,968
New +$1.38M 0.14% 115

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MOTCO's AVUV Position: Q2 2026 in Review

MOTCO increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.7% in Q2 2026, buying an estimated $81.2K and bringing the position to 19,188 shares worth $2.39M. The position accounts for 0.2% of the portfolio, ranked #100.

MOTCO first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • MOTCO held 19,188 shares of Avantis US Small Cap Value ETF worth $2.39M as of Q2 2026.
  • MOTCO bought 681 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $81.2K.
  • Avantis US Small Cap Value ETF made up 0.2% of MOTCO's portfolio in Q2 2026, its #100 holding.
  • MOTCO first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.