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Pension & Wealth Management Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Pension & Wealth Management Advisors’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 		$29.9K Buy
239
+170
+246% +$20.3K 0.01% 375
2026
Q1 		$7.69K Hold
69
– – ﹤0.01% 411
2025
Q4 		$7.08K Hold
69
– – ﹤0.01% 431
2025
Q3 		$6.89K Buy
69
+1
+1% +$97 ﹤0.01% 425
2025
Q2 		$6.28K Hold
68
– – ﹤0.01% 389
2025
Q1 		$5.98K Hold
68
– – ﹤0.01% 382
2024
Q4 		$6.59K Buy
+68
New +$6.76K ﹤0.01% 389

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pension & Wealth Management Advisors's AVUV Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 246% in Q2 2026, buying an estimated $20.3K and bringing the position to 239 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #375.

Pension & Wealth Management Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Pension & Wealth Management Advisors held 239 shares of Avantis US Small Cap Value ETF worth $29.9K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 170 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $20.3K.
  • Avantis US Small Cap Value ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #375 holding.
  • Pension & Wealth Management Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.