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Stolz & Associates’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Stolz & Associates’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 		$20.9M Buy
167,343
+7,685
+5% +$917K 13.03% 2
2026
Q1 		$18.5M Sell
159,658
-1,485
-0.9% -$164K 12.89% 2
2025
Q4 		$16.4M Buy
+161,143
New +$16.1M 12.68% 2

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

Stolz & Associates's AVUV Position: Q2 2026 in Review

Stolz & Associates increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.8% in Q2 2026, buying an estimated $917K and bringing the position to 167,343 shares worth $20.9M. The position accounts for 13.03% of the portfolio, ranked #2.

Stolz & Associates first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Stolz & Associates held 167,343 shares of Avantis US Small Cap Value ETF worth $20.9M as of Q2 2026.
  • Stolz & Associates bought 7,685 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $917K.
  • Avantis US Small Cap Value ETF made up 13.03% of Stolz & Associates's portfolio in Q2 2026, its #2 holding.
  • Stolz & Associates first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.