Quantum Financial Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Quantum Financial Partners’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	$430K	Buy	+3,444	New	+$411K	0.22%	86

Other funds holding AVUV

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

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

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Quantum Financial Partners's AVUV Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 3,444 shares worth $430K. The stake represents 0.22% of the portfolio and ranks #86 among its holdings.

310 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Quantum Financial Partners held 3,444 shares of Avantis US Small Cap Value ETF worth $430K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Quantum Financial Partners position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.22% of Quantum Financial Partners's portfolio in Q2 2026, its #86 holding.
310 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.