Prospera Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Prospera Capital 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	$968K	Buy	7,820 +520	+7%	+$62K	0.3%	22
2026 Q1	$806K	Hold	7,300	–	–	0.4%	19
2025 Q4	$744K	Hold	7,300	–	–	0.38%	20
2025 Q3	$727K	Hold	7,300	–	–	0.35%	21
2025 Q2	$665K	Sell	7,300 -2,770	-28%	-$239K	0.37%	24
2025 Q1	$878K	Sell	10,070 -1,000	-9%	-$94K	0.57%	15
2024 Q4	$1.08M	Buy	+11,070	New	+$1.1M	0.79%	11

Other funds holding AVUV

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Prospera Capital Management's AVUV Position: Q2 2026 in Review

Prospera Capital Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.1% in Q2 2026, buying an estimated $62K and bringing the position to 7,820 shares worth $968K. The position accounts for 0.3% of the portfolio, ranked #22.

Prospera Capital Management first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Prospera Capital Management held 7,820 shares of Avantis US Small Cap Value ETF worth $968K as of Q2 2026.
Prospera Capital Management bought 520 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $62K.
Avantis US Small Cap Value ETF made up 0.3% of Prospera Capital Management's portfolio in Q2 2026, its #22 holding.
Prospera Capital Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Prospera Capital Management's Avantis US Small Cap Value ETF position peaked at $1.08M in Q4 2024.
634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Prospera Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.