NRW
AVUV icon

Nova R Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Nova R Wealth’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 		$906K Sell
7,263
-507
-7% -$60.5K 0.26% 45
2026
Q1 		$858K Sell
7,770
-246
-3% -$27.1K 0.27% 48
2025
Q4 		$817K Sell
8,016
-2,699
-25% -$270K 0.3% 47
2025
Q3 		$1.07M Sell
10,715
-273
-2% -$26.4K 0.45% 36
2025
Q2 		$1M Sell
10,988
-424
-4% -$36.5K 0.47% 39
2025
Q1 		$995K Buy
11,412
+34
+0.3% +$3.19K 0.49% 38
2024
Q4 		$1.1M Sell
11,378
-637
-5% -$63.3K 0.55% 36
2024
Q3 		$1.15M Buy
12,015
+39
+0.3% +$3.65K 0.57% 37
2024
Q2 		$1.07M Buy
11,976
+47
+0.4% +$4.26K 0.55% 37
2024
Q1 		$1.12M Buy
11,929
+169
+1% +$15K 0.58% 35
2023
Q4 		$1.06M Buy
11,760
+32
+0.3% +$2.56K 0.67% 31
2023
Q3 		$914K Buy
11,728
+30
+0.3% +$2.41K 0.63% 32
2023
Q2 		$908K Sell
11,698
-64
-0.5% -$4.71K 0.61% 33
2023
Q1 		$871K Buy
11,762
+572
+5% +$44.8K 0.59% 33
2022
Q4 		$834K Buy
11,190
+2,297
+26% +$173K 0.61% 32
2022
Q3 		$588K Buy
8,893
+1,326
+18% +$96.7K 0.48% 39
2022
Q2 		$517K Buy
+7,567
New +$573K 0.43% 40

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Nova R Wealth's AVUV Position: Q2 2026 in Review

Nova R Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 6.5% in Q2 2026, selling an estimated $60.5K and leaving 7,263 shares worth $906K. The position accounts for 0.26% of the portfolio, ranked #45.

Nova R Wealth first reported a position in AVUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.15M in Q3 2024. 261 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Nova R Wealth held 7,263 shares of Avantis US Small Cap Value ETF worth $906K as of Q2 2026.
  • Nova R Wealth sold 507 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $60.5K.
  • Avantis US Small Cap Value ETF made up 0.26% of Nova R Wealth's portfolio in Q2 2026, its #45 holding.
  • Nova R Wealth first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Nova R Wealth's Avantis US Small Cap Value ETF position peaked at $1.15M in Q3 2024.
  • 261 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.