Signal Advisors Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Signal Advisors Wealth’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	$2.04M	Sell	16,385 -770	-4%	-$91.8K	0.1%	163
2026 Q1	$1.9M	Buy	17,155 +3,409	+25%	+$375K	0.13%	148
2025 Q4	$1.4M	Buy	13,746 +35	+0.3%	+$3.5K	0.11%	152
2025 Q3	$1.36M	Sell	13,711 -47	-0.3%	-$4.55K	0.12%	139
2025 Q2	$1.25M	Buy	13,758 +310	+2%	+$26.7K	0.1%	190
2025 Q1	$1.17M	Buy	13,448 +777	+6%	+$73K	0.11%	172
2024 Q4	$1.22M	Sell	12,671 -222	-2%	-$22.1K	0.14%	158
2024 Q3	$1.24M	Buy	+12,893	New	+$1.21M	0.18%	142

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

Signal Advisors Wealth's AVUV Position: Q2 2026 in Review

Signal Advisors Wealth reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4.5% in Q2 2026, selling an estimated $91.8K and leaving 16,385 shares worth $2.04M. The position accounts for 0.1% of the portfolio, ranked #163.

Signal Advisors Wealth first reported a position in AVUV in Q3 2024 and has held it in 8 quarters since. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Signal Advisors Wealth held 16,385 shares of Avantis US Small Cap Value ETF worth $2.04M as of Q2 2026.
Signal Advisors Wealth sold 770 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $91.8K.
Avantis US Small Cap Value ETF made up 0.1% of Signal Advisors Wealth's portfolio in Q2 2026, its #163 holding.
Signal Advisors Wealth first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.