Premier Path Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Premier Path Wealth Partners’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	$4.75M	Buy	38,041 +8,041	+27%	+$959K	0.55%	41
2026 Q1	$3.31M	Sell	30,000 -5,109	-15%	-$563K	0.43%	49
2025 Q4	$3.58M	Sell	35,109 -2,466	-7%	-$247K	0.46%	45
2025 Q3	$3.74M	Buy	37,575 +1,964	+6%	+$190K	0.48%	42
2025 Q2	$3.24M	Buy	35,611 +852	+2%	+$73.4K	0.45%	48
2025 Q1	$3.03M	Buy	34,759 +114	+0.3%	+$10.7K	0.47%	47
2024 Q4	$3.34M	Buy	34,645 +805	+2%	+$80K	0.51%	43
2024 Q3	$3.25M	Buy	33,840 +1,777	+6%	+$166K	0.51%	42
2024 Q2	$2.88M	Buy	32,063 +12,631	+65%	+$1.14M	0.49%	44
2024 Q1	$2.01M	Buy	+19,432	New	+$1.72M	0.38%	70

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

Premier Path Wealth Partners's AVUV Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 27% in Q2 2026, buying an estimated $959K and bringing the position to 38,041 shares worth $4.75M. The position accounts for 0.55% of the portfolio, ranked #41.

Premier Path Wealth Partners first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Premier Path Wealth Partners held 38,041 shares of Avantis US Small Cap Value ETF worth $4.75M as of Q2 2026.
Premier Path Wealth Partners bought 8,041 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $959K.
Avantis US Small Cap Value ETF made up 0.55% of Premier Path Wealth Partners's portfolio in Q2 2026, its #41 holding.
Premier Path Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.