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

Nova 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 		$9.36K Hold
75
– – 0.01% 408
2026
Q1 		$8.29K Hold
75
– – 0.01% 381
2025
Q4 		$7.65K Buy
+75
New +$7.5K 0.01% 376
2025
Q2 		– Sell
-299
Closed -$26.1K – 752
2025
Q1 		$26.1K Sell
299
-9
-3% -$846 0.02% 262
2024
Q4 		$29.7K Buy
+308
New +$30.6K 0.03% 204

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

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

Nova Wealth Management held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 75 shares worth $9.36K. The position accounts for 0.01% of the portfolio, ranked #408.

Nova Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 5 quarters since. The position peaked at $29.7K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Nova Wealth Management held 75 shares of Avantis US Small Cap Value ETF worth $9.36K as of Q2 2026.
  • Nova Wealth Management left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Nova Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Nova Wealth Management's Avantis US Small Cap Value ETF position peaked at $29.7K in Q4 2024.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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