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Physician Wealth Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Physician Wealth Solutions’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 		$12.1M Buy
96,685
+3,409
+4% +$407K 4.57% 9
2026
Q1 		$10.3M Buy
93,276
+18,323
+24% +$2.02M 4.27% 11
2025
Q4 		$7.64M Buy
74,953
+6,844
+10% +$685K 3.24% 12
2025
Q3 		$6.78M Buy
68,109
+380
+0.6% +$36.8K 2.96% 14
2025
Q2 		$6.17M Buy
67,729
+26,314
+64% +$2.27M 2.86% 14
2025
Q1 		$3.61M Buy
41,415
+2,144
+5% +$201K 1.81% 17
2024
Q4 		$3.79M Buy
39,271
+2,108
+6% +$209K 1.9% 15
2024
Q3 		$3.56M Buy
37,163
+4,437
+14% +$415K 1.78% 15
2024
Q2 		$2.94M Buy
32,726
+4,359
+15% +$395K 2.1% 16
2024
Q1 		$2.66M Buy
28,367
+1,596
+6% +$141K 2.23% 19
2023
Q4 		$2.4M Buy
+26,771
New +$2.14M 2.4% 18

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

Physician Wealth Solutions's AVUV Position: Q2 2026 in Review

Physician Wealth Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.7% in Q2 2026, buying an estimated $407K and bringing the position to 96,685 shares worth $12.1M. The position accounts for 4.57% of the portfolio, ranked #9.

Physician Wealth Solutions first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Physician Wealth Solutions held 96,685 shares of Avantis US Small Cap Value ETF worth $12.1M as of Q2 2026.
  • Physician Wealth Solutions bought 3,409 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $407K.
  • Avantis US Small Cap Value ETF made up 4.57% of Physician Wealth Solutions's portfolio in Q2 2026, its #9 holding.
  • Physician Wealth Solutions first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Physician Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.