NFP Retirement Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

NFP Retirement Inc’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	$913K	Buy	7,320 +981	+15%	+$117K	0.05%	153
2026 Q1	$700K	Buy	6,339 +720	+13%	+$79.3K	0.04%	168
2025 Q4	$573K	Buy	5,619 +1,072	+24%	+$107K	0.03%	179
2025 Q3	$453K	Buy	4,547 +728	+19%	+$70.4K	0.03%	210
2025 Q2	$348K	Buy	3,819 +633	+20%	+$54.6K	0.02%	239
2025 Q1	$278K	Buy	3,186 +779	+32%	+$73.2K	0.02%	236
2024 Q4	$232K	Hold	2,407	–	–	0.02%	267
2024 Q3	$231K	Hold	2,407	–	–	0.02%	251
2024 Q2	$216K	Hold	2,407	–	–	0.02%	262
2024 Q1	$226K	Buy	+2,407	New	+$213K	0.02%	254

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

NFP Retirement Inc's AVUV Position: Q2 2026 in Review

NFP Retirement Inc increased its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q2 2026, buying an estimated $117K and bringing the position to 7,320 shares worth $913K. The position accounts for 0.05% of the portfolio, ranked #153.

NFP Retirement Inc first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

NFP Retirement Inc held 7,320 shares of Avantis US Small Cap Value ETF worth $913K as of Q2 2026.
NFP Retirement Inc bought 981 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $117K.
Avantis US Small Cap Value ETF made up 0.05% of NFP Retirement Inc's portfolio in Q2 2026, its #153 holding.
NFP Retirement Inc first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.