Smartleaf Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Smartleaf Asset 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	$18.7M	Hold	150,051	–	–	0.61%	27
2026 Q1	$16.2M	Sell	150,051 -13,837	-8%	-$1.52M	0.59%	29
2025 Q4	$16.9M	Buy	163,888 +163,714	+94,089%	+$16.4M	0.64%	28
2025 Q3	$17.5K	Sell	174 -696	-80%	-$67.3K	﹤0.01%	1865
2025 Q2	$79.4K	Buy	870 +140	+19%	+$12.1K	0.01%	956
2025 Q1	$63.6K	Hold	730	–	–	0.01%	1031
2024 Q4	$70.2K	Buy	730 +29	+4%	+$2.88K	0.01%	1018
2024 Q3	$67K	Hold	701	–	–	0.01%	820
2024 Q2	$62.2K	Buy	+701	New	+$63.5K	0.01%	688

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

Smartleaf Asset Management's AVUV Position: Q2 2026 in Review

Smartleaf Asset Management held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 150,051 shares worth $18.7M. The position accounts for 0.61% of the portfolio, ranked #27.

Smartleaf Asset Management first reported a position in AVUV in Q2 2024 and has held it in 9 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Smartleaf Asset Management held 150,051 shares of Avantis US Small Cap Value ETF worth $18.7M as of Q2 2026.
Smartleaf Asset Management left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
Avantis US Small Cap Value ETF made up 0.61% of Smartleaf Asset Management's portfolio in Q2 2026, its #27 holding.
Smartleaf Asset Management first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.