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

Smallwood Wealth Investment 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 		$173K Hold
1,390
– – 0.08% 102
2026
Q1 		$154K Hold
1,390
– – 0.08% 92
2025
Q4 		$142K Hold
1,390
– – 0.07% 99
2025
Q3 		$138K Hold
1,390
– – 0.07% 105
2025
Q2 		$127K Hold
1,390
– – 0.07% 102
2025
Q1 		$121K Buy
+1,390
New +$131K 0.08% 99

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Smallwood Wealth Investment Management's AVUV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 1,390 shares worth $173K. The position accounts for 0.08% of the portfolio, ranked #102.

Smallwood Wealth Investment Management first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 569 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,390 shares of Avantis US Small Cap Value ETF worth $173K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.08% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #102 holding.
  • Smallwood Wealth Investment Management first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 569 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.