Proactive Wealth Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Proactive Wealth 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	$7.19M	Buy	57,654 +9,362	+19%	+$1.12M	1.15%	25
2026 Q1	$5.33M	Buy	48,292 +26,105	+118%	+$2.87M	1%	33
2025 Q4	$2.26M	Buy	22,187 +630	+3%	+$63K	0.9%	37
2025 Q3	$2.15M	Buy	21,557 +491	+2%	+$47.5K	0.92%	40
2025 Q2	$1.92M	Buy	21,066 +1,766	+9%	+$152K	0.91%	40
2025 Q1	$1.68M	Buy	19,300 +4,593	+31%	+$432K	0.9%	39
2024 Q4	$1.42M	Buy	14,707 +1,277	+10%	+$127K	0.74%	45
2024 Q3	$1.29M	Buy	+13,430	New	+$1.26M	0.72%	47

Other funds holding AVUV

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Proactive Wealth Strategies's AVUV Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Avantis US Small Cap Value ETF (AVUV) stake by 19% in Q2 2026, buying an estimated $1.12M and bringing the position to 57,654 shares worth $7.19M. The position accounts for 1.15% of the portfolio, ranked #25.

Proactive Wealth Strategies first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 868 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Proactive Wealth Strategies held 57,654 shares of Avantis US Small Cap Value ETF worth $7.19M as of Q2 2026.
Proactive Wealth Strategies bought 9,362 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.12M.
Avantis US Small Cap Value ETF made up 1.15% of Proactive Wealth Strategies's portfolio in Q2 2026, its #25 holding.
Proactive Wealth Strategies first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
868 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.