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Rainey & Randall Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Rainey & Randall Wealth Advisors’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 		$8.72M Buy
69,876
+119
+0.2% +$14.2K 1.25% 17
2026
Q1 		$7.68M Buy
69,757
+1,621
+2% +$178K 1.25% 17
2025
Q4 		$6.93M Buy
68,136
+335
+0.5% +$33.5K 1.13% 17
2025
Q3 		$6.75M Buy
67,801
+788
+1% +$76.2K 1.13% 17
2025
Q2 		$6.1M Buy
67,013
+2,627
+4% +$226K 1.12% 16
2025
Q1 		$5.61M Buy
64,386
+1,500
+2% +$141K 1.1% 18
2024
Q4 		$6.07M Buy
62,886
+11,499
+22% +$1.14M 1.2% 17
2024
Q3 		$4.93M Buy
51,387
+4,337
+9% +$405K 1.06% 16
2024
Q2 		$4.22M Buy
47,050
+9,659
+26% +$875K 1% 16
2024
Q1 		$3.5M Buy
+37,391
New +$3.31M 0.82% 18

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

Rainey & Randall Wealth Advisors's AVUV Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.17% in Q2 2026, buying an estimated $14.2K and bringing the position to 69,876 shares worth $8.72M. The position accounts for 1.25% of the portfolio, ranked #17.

Rainey & Randall Wealth Advisors 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.

  • Rainey & Randall Wealth Advisors held 69,876 shares of Avantis US Small Cap Value ETF worth $8.72M as of Q2 2026.
  • Rainey & Randall Wealth Advisors bought 119 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $14.2K.
  • Avantis US Small Cap Value ETF made up 1.25% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Rainey & Randall Wealth Advisors 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 Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.