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Prospera Financial Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Prospera Financial Services’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 		$316K Buy
+2,532
New +$302K ﹤0.01% 1216
2025
Q1 		– Sell
-2,741
Closed -$265K – 1172
2024
Q4 		$265K Buy
2,741
+562
+26% +$55.8K 0.01% 976
2024
Q3 		$209K Buy
+2,179
New +$204K 0.01% 1067
2024
Q2 		– Sell
-2,681
Closed -$251K – 1136
2024
Q1 		$251K Buy
+2,681
New +$237K 0.01% 965
2023
Q2 		– Sell
-14,312
Closed -$1.06M – 1013
2023
Q1 		$1.06M Buy
14,312
+2,946
+26% +$231K 0.04% 407
2022
Q4 		$847K Buy
11,366
+2,035
+22% +$153K 0.04% 402
2022
Q3 		$617K Buy
9,331
+2,291
+33% +$167K 0.03% 476
2022
Q2 		$481K Buy
7,040
+1,705
+32% +$129K 0.02% 522
2022
Q1 		$426K Buy
+5,335
New +$423K 0.02% 641

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Prospera Financial Services's AVUV Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 2,532 shares worth $316K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in AVUV as recently as Q4 2024.

Prospera Financial Services first reported a position in AVUV in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2023. 228 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Prospera Financial Services held 2,532 shares of Avantis US Small Cap Value ETF worth $316K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Prospera Financial Services position in Q2 2026.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1216 holding.
  • Prospera Financial Services first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 9 quarters since.
  • Prospera Financial Services's Avantis US Small Cap Value ETF position peaked at $1.06M in Q1 2023.
  • 228 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.