Proathlete Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Proathlete Wealth Management’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	$14M	Sell	112,496 -1,464	-1%	-$175K	3.47%	7
2026 Q1	$12.7M	Buy	113,960 +2,769	+2%	+$305K	3.51%	7
2025 Q4	$11.4M	Buy	111,191 +6,424	+6%	+$643K	3.1%	7
2025 Q3	$10.4M	Buy	104,767 +5,745	+6%	+$556K	3%	7
2025 Q2	$9.02M	Buy	99,022 +7,437	+8%	+$641K	2.87%	8
2025 Q1	$7.99M	Buy	91,585 +8,396	+10%	+$789K	2.91%	9
2024 Q4	$8.03M	Buy	83,189 +7,718	+10%	+$767K	3.02%	9
2024 Q3	$7.24M	Buy	75,471 +6,249	+9%	+$584K	2.98%	9
2024 Q2	$6.21M	Buy	69,222 +66,958	+2,958%	+$6.06M	2.94%	8
2024 Q1	$212K	Buy	+2,264	New	+$200K	0.11%	55

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

Proathlete Wealth Management's AVUV Position: Q2 2026 in Review

Proathlete Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.3% in Q2 2026, selling an estimated $175K and leaving 112,496 shares worth $14M. The position accounts for 3.47% of the portfolio, ranked #7.

Proathlete Wealth Management 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.

Proathlete Wealth Management held 112,496 shares of Avantis US Small Cap Value ETF worth $14M as of Q2 2026.
Proathlete Wealth Management sold 1,464 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $175K.
Avantis US Small Cap Value ETF made up 3.47% of Proathlete Wealth Management's portfolio in Q2 2026, its #7 holding.
Proathlete Wealth Management 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 Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.