Split Rock Private Trading & Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Split Rock Private Trading & 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	$299K	Buy	2,396 +322	+16%	+$38.4K	0.2%	37
2026 Q1	$229K	Buy	+2,074	New	+$228K	0.18%	37

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

Split Rock Private Trading & Wealth Management's AVUV Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 16% in Q2 2026, buying an estimated $38.4K and bringing the position to 2,396 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #37.

Split Rock Private Trading & Wealth Management first reported a position in AVUV in Q1 2026 and has held it in 2 quarters since. 1,147 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Split Rock Private Trading & Wealth Management held 2,396 shares of Avantis US Small Cap Value ETF worth $299K as of Q2 2026.
Split Rock Private Trading & Wealth Management bought 322 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $38.4K.
Avantis US Small Cap Value ETF made up 0.2% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #37 holding.
Split Rock Private Trading & Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,147 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.