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

Puff 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 		$2.06M Buy
+16,481
New +$1.97M 2.1% 17
2025
Q4 		$1.78M Sell
17,299
-2,130
-11% -$213K 2.31% 16
2025
Q3 		$1.93M Sell
19,429
-2,418
-11% -$234K 2.94% 11
2025
Q2 		$1.99M Sell
21,847
-3,309
-13% -$285K 1.45% 21
2025
Q1 		$2.22M Sell
25,156
-153
-0.6% -$14.4K 2.08% 16
2024
Q4 		$2.44M Buy
+25,309
New +$2.51M 4.26% 7

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Puff Wealth Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 16,481 shares worth $2.06M. The stake represents 2.1% of the portfolio and ranks #17 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in AVUV as recently as Q4 2025.

Puff Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.44M in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Puff Wealth Management held 16,481 shares of Avantis US Small Cap Value ETF worth $2.06M as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Puff Wealth Management position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 2.1% of Puff Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Puff Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Puff Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.44M in Q4 2024.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.