Sowell Financial Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Sowell Financial Services’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	$604K	Buy	4,838 +2,835	+142%	+$338K	0.02%	591
2026 Q1	$221K	Buy	+2,003	New	+$221K	0.01%	989
2021 Q2	–	Sell	-1,230	Closed	-$94K	–	701
2021 Q1	$94K	Buy	1,230 +1,220	+12,200%	+$81.8K	﹤0.01%	1393
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	2543
2020 Q3	$0	Hold	10	–	–	﹤0.01%	2517
2020 Q2	$0	Sell	10 -13	-57%	-$483	﹤0.01%	2457
2020 Q1	$1K	Buy	+23	New	+$1.04K	﹤0.01%	2185

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

Sowell Financial Services's AVUV Position: Q2 2026 in Review

Sowell Financial Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 142% in Q2 2026, buying an estimated $338K and bringing the position to 4,838 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #591.

Sowell Financial Services first reported a position in AVUV in Q1 2020 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Sowell Financial Services held 4,838 shares of Avantis US Small Cap Value ETF worth $604K as of Q2 2026.
Sowell Financial Services bought 2,835 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $338K.
Avantis US Small Cap Value ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #591 holding.
Sowell Financial Services first reported a position in Avantis US Small Cap Value ETF in Q1 2020 and has held it in 7 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.