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

Spire Wealth 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 		$333K Buy
2,673
+814
+44% +$97.1K 0.01% 648
2026
Q1 		$205K Buy
1,859
+1,800
+3,051% +$198K 0.01% 767
2025
Q4 		$6.02K Sell
59
-200
-77% -$20K ﹤0.01% 1872
2025
Q3 		$25.8K Sell
259
-100
-28% -$9.67K ﹤0.01% 1446
2025
Q2 		$32.7K Hold
359
– – ﹤0.01% 1352
2025
Q1 		$31.3K Buy
359
+59
+20% +$5.54K ﹤0.01% 1452
2024
Q4 		$29K Hold
300
– – ﹤0.01% 1490
2024
Q3 		$28.8K Buy
300
+100
+50% +$9.35K ﹤0.01% 1325
2024
Q2 		$17.9K Sell
200
-103
-34% -$9.33K ﹤0.01% 1477
2024
Q1 		$28.4K Buy
303
+200
+194% +$17.7K ﹤0.01% 1403
2023
Q4 		$8.93K Hold
103
– – ﹤0.01% 1788
2023
Q3 		$8.03K Hold
103
– – ﹤0.01% 1795
2023
Q2 		$7.99K Hold
103
– – ﹤0.01% 1883
2023
Q1 		$7.63K Hold
103
– – ﹤0.01% 1934
2022
Q4 		$8K Sell
103
-1
-1% -$75 ﹤0.01% 1683
2022
Q3 		$7K Hold
104
– – ﹤0.01% 1646
2022
Q2 		$7K Buy
104
+1
+1% +$76 ﹤0.01% 2015
2022
Q1 		$36K Hold
103
– – ﹤0.01% 1567
2021
Q4 		$8K Hold
103
– – ﹤0.01% 2433
2021
Q3 		$8K Hold
103
– – ﹤0.01% 2145
2021
Q2 		$8K Hold
103
– – ﹤0.01% 2181
2021
Q1 		$7K Buy
+103
New +$6.9K ﹤0.01% 2508

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Spire Wealth Management's AVUV Position: Q2 2026 in Review

Spire Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 44% in Q2 2026, buying an estimated $97.1K and bringing the position to 2,673 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #648.

Spire Wealth Management first reported a position in AVUV in Q1 2021 and has held it in 22 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Spire Wealth Management held 2,673 shares of Avantis US Small Cap Value ETF worth $333K as of Q2 2026.
  • Spire Wealth Management bought 814 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $97.1K.
  • Avantis US Small Cap Value ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #648 holding.
  • Spire Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.