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Onyx Bridge Wealth Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Onyx Bridge Wealth Group’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 		$4.28M Buy
34,284
+1,176
+4% +$140K 0.38% 63
2026
Q1 		$3.66M Sell
33,108
-58,360
-64% -$6.43M 0.39% 63
2025
Q4 		$9.33M Buy
91,468
+76,619
+516% +$7.67M 0.99% 23
2025
Q3 		$1.48M Buy
14,849
+9,615
+184% +$930K 0.16% 108
2025
Q2 		$477K Buy
+5,234
New +$451K 0.06% 174

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Onyx Bridge Wealth Group's AVUV Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.6% in Q2 2026, buying an estimated $140K and bringing the position to 34,284 shares worth $4.28M. The position accounts for 0.38% of the portfolio, ranked #63.

Onyx Bridge Wealth Group first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.33M in Q4 2025. 485 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Onyx Bridge Wealth Group held 34,284 shares of Avantis US Small Cap Value ETF worth $4.28M as of Q2 2026.
  • Onyx Bridge Wealth Group bought 1,176 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $140K.
  • Avantis US Small Cap Value ETF made up 0.38% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #63 holding.
  • Onyx Bridge Wealth Group first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Onyx Bridge Wealth Group's Avantis US Small Cap Value ETF position peaked at $9.33M in Q4 2025.
  • 485 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.