SJS Investment Consulting’s Avantis US Small Cap Value ETF AVUV Stock Holding History

SJS Investment Consulting’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	$41.7K	Hold	334	–	–	﹤0.01%	533
2026 Q1	$36.9K	Hold	334	–	–	﹤0.01%	490
2025 Q4	$34.1K	Hold	334	–	–	﹤0.01%	480
2025 Q3	$33.2K	Hold	334	–	–	﹤0.01%	438
2025 Q2	$30.4K	Buy	334 +36	+12%	+$3.1K	﹤0.01%	236
2025 Q1	$26K	Hold	298	–	–	﹤0.01%	258
2024 Q4	$28.8K	Hold	298	–	–	0.01%	239
2024 Q3	$28.6K	Hold	298	–	–	0.01%	251
2024 Q2	$26.7K	Hold	298	–	–	0.01%	239
2024 Q1	$27.9K	Sell	298 -2	-0.7%	-$177	0.01%	244
2023 Q4	$26.9K	Hold	300	–	–	0.01%	215
2023 Q3	$23.4K	Hold	300	–	–	0.01%	220
2023 Q2	$23.3K	Hold	300	–	–	0.01%	213
2023 Q1	$22.2K	Hold	300	–	–	0.01%	219
2022 Q4	$22.4K	Hold	300	–	–	0.01%	223
2022 Q3	$20K	Buy	+300	New	+$21.9K	0.01%	236
2022 Q1	$34K	Sell	431 -143	-25%	-$11.3K	0.01%	222
2021 Q4	$46K	Buy	+574	New	+$45.7K	0.01%	176

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

SJS Investment Consulting's AVUV Position: Q2 2026 in Review

SJS Investment Consulting held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 334 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

SJS Investment Consulting first reported a position in AVUV in Q4 2021 and has held it in 18 quarters since. The position peaked at $46K in Q4 2021. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

SJS Investment Consulting held 334 shares of Avantis US Small Cap Value ETF worth $41.7K as of Q2 2026.
SJS Investment Consulting left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #533 holding.
SJS Investment Consulting first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's Avantis US Small Cap Value ETF position peaked at $46K in Q4 2021.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.