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AVUV icon

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

Planned 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 		$9.74M Buy
78,054
+278
+0.4% +$33.2K 2.79% 9
2026
Q1 		$8.59M Buy
77,776
+1,139
+1% +$125K 2.81% 9
2025
Q4 		$7.82M Buy
76,637
+8,966
+13% +$897K 2.51% 9
2025
Q3 		$6.74M Sell
67,671
-870
-1% -$84.2K 2.32% 12
2025
Q2 		$6.24M Sell
68,541
-34,470
-33% -$2.97M 2.38% 12
2025
Q1 		$8.98M Buy
103,011
+2,471
+2% +$232K 3.64% 9
2024
Q4 		$9.71M Buy
100,540
+100,285
+39,327% +$9.96M 3.92% 9
2024
Q3 		$24.5K Buy
+255
New +$23.8K 0.01% 370

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Planned Solutions's AVUV Position: Q2 2026 in Review

Planned Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.36% in Q2 2026, buying an estimated $33.2K and bringing the position to 78,054 shares worth $9.74M. The position accounts for 2.79% of the portfolio, ranked #9.

Planned Solutions first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Planned Solutions held 78,054 shares of Avantis US Small Cap Value ETF worth $9.74M as of Q2 2026.
  • Planned Solutions bought 278 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $33.2K.
  • Avantis US Small Cap Value ETF made up 2.79% of Planned Solutions's portfolio in Q2 2026, its #9 holding.
  • Planned Solutions first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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