RCS Financial Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

RCS Financial Planning’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	$906K	Sell	7,262 -114	-2%	-$13.6K	0.43%	42
2026 Q1	$815K	Hold	7,376	–	–	0.42%	44
2025 Q4	$752K	Sell	7,376 -119	-2%	-$11.9K	0.32%	55
2025 Q3	$746K	Buy	7,495 +3	+0%	+$290	0.33%	51
2025 Q2	$683K	Buy	7,492 +1,454	+24%	+$125K	0.34%	48
2025 Q1	$526K	Sell	6,038 -7	-0.1%	-$658	0.28%	51
2024 Q4	$584K	Buy	6,045 +1,773	+42%	+$176K	0.31%	49
2024 Q3	$410K	Sell	4,272 -848	-17%	-$79.3K	0.23%	54
2024 Q2	$459K	Hold	5,120	–	–	0.27%	48
2024 Q1	$480K	Sell	5,120 -8	-0.2%	-$708	0.3%	52
2023 Q4	$461K	Buy	5,128 +141	+3%	+$11.3K	0.3%	46
2023 Q3	$389K	Buy	4,987 +117	+2%	+$9.4K	0.3%	47
2023 Q2	$378K	Buy	+4,870	New	+$358K	0.31%	42

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RCS Financial Planning's AVUV Position: Q2 2026 in Review

RCS Financial Planning reduced its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q2 2026, selling an estimated $13.6K and leaving 7,262 shares worth $906K. The position accounts for 0.43% of the portfolio, ranked #42.

RCS Financial Planning first reported a position in AVUV in Q2 2023 and has held it in 13 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

RCS Financial Planning held 7,262 shares of Avantis US Small Cap Value ETF worth $906K as of Q2 2026.
RCS Financial Planning sold 114 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $13.6K.
Avantis US Small Cap Value ETF made up 0.43% of RCS Financial Planning's portfolio in Q2 2026, its #42 holding.
RCS Financial Planning first reported a position in Avantis US Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.