Selective Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Selective Wealth Management’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	$609K	Sell	4,857 -529	-10%	-$63.1K	0.16%	68
2026 Q1	$639K	Hold	5,386	–	–	0.19%	62
2025 Q4	$587K	Sell	5,386 -147	-3%	-$14.7K	0.18%	58
2025 Q3	$550K	Buy	5,533 +1,151	+26%	+$111K	0.18%	57
2025 Q2	$416K	Buy	4,382 +732	+20%	+$63.1K	0.15%	64
2025 Q1	$288K	Sell	3,650 -3,386	-48%	-$318K	0.13%	76
2024 Q4	$685K	Buy	7,036 +27	+0.4%	+$2.68K	0.28%	47
2024 Q3	$665K	Hold	7,009	–	–	0.28%	49
2024 Q2	$619K	Sell	7,009 -247	-3%	-$22.4K	0.27%	51
2024 Q1	$652K	Buy	7,256 +3,499	+93%	+$310K	0.28%	48
2023 Q4	$328K	Buy	+3,757	New	+$301K	0.17%	60
2022 Q4	–	Sell	-36	Closed	-$2K	–	168
2022 Q3	$2K	Buy	36 +30	+500%	+$2.19K	﹤0.01%	659
2022 Q2	$0	Hold	6	–	–	﹤0.01%	755
2022 Q1	$0	Buy	+6	New	+$475	﹤0.01%	723

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

Selective Wealth Management's AVUV Position: Q2 2026 in Review

Selective Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 9.8% in Q2 2026, selling an estimated $63.1K and leaving 4,857 shares worth $609K. The position accounts for 0.16% of the portfolio, ranked #68.

Selective Wealth Management first reported a position in AVUV in Q1 2022 and has held it in 14 quarters since. The position peaked at $685K in Q4 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Selective Wealth Management held 4,857 shares of Avantis US Small Cap Value ETF worth $609K as of Q2 2026.
Selective Wealth Management sold 529 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $63.1K.
Avantis US Small Cap Value ETF made up 0.16% of Selective Wealth Management's portfolio in Q2 2026, its #68 holding.
Selective Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
Selective Wealth Management's Avantis US Small Cap Value ETF position peaked at $685K in Q4 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.