PAG
AVUV icon

Poinciana Advisors Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Poinciana Advisors 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 		– Sell
-142,800
Closed -$15.8M – 118
2026
Q1 		$15.8M Buy
142,800
+1,161
+0.8% +$128K 12.45% 1
2025
Q4 		$14.4M Buy
141,639
+7,863
+6% +$787K 11.39% 1
2025
Q3 		$13.3M Buy
133,776
+2,507
+2% +$243K 11.24% 1
2025
Q2 		$12M Buy
131,269
+6,602
+5% +$569K 10.78% 1
2025
Q1 		$10.9M Buy
124,667
+10,693
+9% +$1M 11.26% 1
2024
Q4 		$11M Buy
+113,974
New +$11.3M 11.15% 1

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

Poinciana Advisors Group's AVUV Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 142,800 shares — an estimated $15.8M sold.

Poinciana Advisors Group first reported a position in AVUV in Q4 2024 and held it in 6 quarters. The position peaked at $15.8M in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 142,800 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $15.8M.
  • Poinciana Advisors Group first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and held it in 6 quarters.
  • Poinciana Advisors Group's Avantis US Small Cap Value ETF position peaked at $15.8M in Q1 2026.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.