POM Investment Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

POM Investment Strategies’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	$44.7K	Buy	359 +12	+3%	+$1.43K	0.05%	101
2026 Q1	$38.3K	Sell	347 -7,032	-95%	-$774K	0.05%	120
2025 Q4	$753K	Buy	7,379 +371	+5%	+$37.1K	0.39%	25
2025 Q3	$697K	Sell	7,008 -4,484	-39%	-$434K	0.38%	24
2025 Q2	$1.05M	Buy	11,492 +11,373	+9,557%	+$980K	0.75%	21
2025 Q1	$10.4K	Buy	+119	New	+$11.2K	0.01%	96

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

POM Investment Strategies's AVUV Position: Q2 2026 in Review

POM Investment Strategies increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.5% in Q2 2026, buying an estimated $1.43K and bringing the position to 359 shares worth $44.7K. The position accounts for 0.05% of the portfolio, ranked #101.

POM Investment Strategies first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

POM Investment Strategies held 359 shares of Avantis US Small Cap Value ETF worth $44.7K as of Q2 2026.
POM Investment Strategies bought 12 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.43K.
Avantis US Small Cap Value ETF made up 0.05% of POM Investment Strategies's portfolio in Q2 2026, its #101 holding.
POM Investment Strategies first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
POM Investment Strategies's Avantis US Small Cap Value ETF position peaked at $1.05M in Q2 2025.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.