Sound Income Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Sound Income Strategies’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	–	Sell	-233	Closed	-$25.8K	–	629
2026 Q1	$25.8K	Buy	233 +198	+566%	+$21.8K	﹤0.01%	1082
2025 Q4	$3.8K	Sell	35 -78	-69%	-$7.8K	﹤0.01%	1925
2025 Q3	$11.1K	Buy	+113	New	+$10.9K	﹤0.01%	979
2025 Q2	–	Sell	-196	Closed	-$17.1K	–	1617
2025 Q1	$17.1K	Hold	196	–	–	﹤0.01%	756
2024 Q4	$18.9K	Hold	196	–	–	﹤0.01%	686
2024 Q3	$18.8K	Hold	196	–	–	﹤0.01%	650
2024 Q2	$17.6K	Sell	196 -606	-76%	-$54.9K	﹤0.01%	655
2024 Q1	$75.2K	Sell	802 -912	-53%	-$80.7K	0.01%	358
2023 Q4	$154K	Buy	+1,714	New	+$137K	0.01%	226

Other funds holding AVUV

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Sound Income Strategies's AVUV Position: Q2 2026 in Review

Sound Income Strategies sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 233 shares — an estimated $25.8K sold.

Sound Income Strategies first reported a position in AVUV in Q4 2023 and held it in 9 quarters. The position peaked at $154K in Q4 2023. 970 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Sound Income Strategies reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 233 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $25.8K.
Sound Income Strategies first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and held it in 9 quarters.
Sound Income Strategies's Avantis US Small Cap Value ETF position peaked at $154K in Q4 2023.
970 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.