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Revolve Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Revolve Wealth 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 		$16.2M Buy
130,028
+4,234
+3% +$505K 1.68% 15
2026
Q1 		$13.9M Sell
125,794
-8,546
-6% -$941K 1.81% 16
2025
Q4 		$13.7M Buy
134,340
+3,462
+3% +$346K 1.61% 19
2025
Q3 		$13M Buy
130,878
+8,626
+7% +$834K 1.56% 21
2025
Q2 		$11.1M Buy
122,252
+2,747
+2% +$237K 1.45% 22
2025
Q1 		$10.4M Buy
119,505
+9,731
+9% +$914K 1.51% 18
2024
Q4 		$10.6M Buy
109,774
+3,247
+3% +$323K 1.53% 20
2024
Q3 		$10.2M Buy
106,527
+3,610
+4% +$337K 1.56% 19
2024
Q2 		$9.23M Buy
102,917
+6,497
+7% +$588K 1.52% 21
2024
Q1 		$9.04M Buy
96,420
+4,346
+5% +$385K 1.54% 20
2023
Q4 		$8.27M Buy
92,074
+7,557
+9% +$605K 1.59% 21
2023
Q3 		$6.59M Buy
84,517
+13,501
+19% +$1.08M 1.52% 20
2023
Q2 		$5.51M Buy
71,016
+16,614
+31% +$1.22M 1.29% 20
2023
Q1 		$4.03M Buy
54,402
+33,088
+155% +$2.59M 1.02% 23
2022
Q4 		$1.59M Buy
+21,314
New +$1.6M 0.45% 46

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

Revolve Wealth Partners's AVUV Position: Q2 2026 in Review

Revolve Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 3.4% in Q2 2026, buying an estimated $505K and bringing the position to 130,028 shares worth $16.2M. The position accounts for 1.68% of the portfolio, ranked #15.

Revolve Wealth Partners first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Revolve Wealth Partners held 130,028 shares of Avantis US Small Cap Value ETF worth $16.2M as of Q2 2026.
  • Revolve Wealth Partners bought 4,234 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $505K.
  • Avantis US Small Cap Value ETF made up 1.68% of Revolve Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Revolve Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.