Pitti Group Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Pitti Group 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	$887K	Buy	7,112 +828	+13%	+$98.8K	0.65%	35
2026 Q1	$694K	Buy	6,284 +468	+8%	+$51.5K	0.56%	39
2025 Q4	$593K	Buy	5,816 +36	+0.6%	+$3.6K	0.49%	43
2025 Q3	$575K	Sell	5,780 -115	-2%	-$11.1K	0.49%	41
2025 Q2	$537K	Buy	5,895 +57	+1%	+$4.91K	0.46%	42
2025 Q1	$509K	Sell	5,838 -320	-5%	-$30.1K	0.52%	42
2024 Q4	$594K	Buy	+6,158	New	+$612K	0.6%	43

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pitti Group Wealth Management's AVUV Position: Q2 2026 in Review

Pitti Group Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 13% in Q2 2026, buying an estimated $98.8K and bringing the position to 7,112 shares worth $887K. The position accounts for 0.65% of the portfolio, ranked #35.

Pitti Group Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Pitti Group Wealth Management held 7,112 shares of Avantis US Small Cap Value ETF worth $887K as of Q2 2026.
Pitti Group Wealth Management bought 828 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $98.8K.
Avantis US Small Cap Value ETF made up 0.65% of Pitti Group Wealth Management's portfolio in Q2 2026, its #35 holding.
Pitti Group Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.