Roehl & Yi Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Roehl & Yi Investment 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	$400K	Buy	+3,210	New	+$383K	0.13%	127

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

Roehl & Yi Investment Advisors's AVUV Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 3,210 shares worth $400K. The stake represents 0.13% of the portfolio and ranks #127 among its holdings.

1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Roehl & Yi Investment Advisors held 3,210 shares of Avantis US Small Cap Value ETF worth $400K as of Q2 2026.
Avantis US Small Cap Value ETF was a new Roehl & Yi Investment Advisors position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.13% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #127 holding.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.