Strategic Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Strategic Wealth Partners’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	$2.21K	Sell	18 -18	-50%	-$2.15K	﹤0.01%	1182
2026 Q1	$3.94K	Buy	36 +3	+9%	+$330	﹤0.01%	1074
2025 Q4	$3.33K	Sell	33 -2,109	-98%	-$211K	﹤0.01%	1125
2025 Q3	$213K	Buy	+2,142	New	+$207K	0.02%	326
2024 Q2	–	Sell	-16,584	Closed	-$1.55M	–	292
2024 Q1	$1.55M	Buy	16,584 +103	+0.6%	+$9.11K	0.17%	101
2023 Q4	$1.48M	Buy	16,481 +3,830	+30%	+$306K	0.18%	100
2023 Q3	$986K	Buy	+12,651	New	+$1.02M	0.13%	156

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

Strategic Wealth Partners's AVUV Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 50% in Q2 2026, selling an estimated $2.15K and leaving 18 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Strategic Wealth Partners first reported a position in AVUV in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2024. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Strategic Wealth Partners held 18 shares of Avantis US Small Cap Value ETF worth $2.21K as of Q2 2026.
Strategic Wealth Partners sold 18 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.15K.
Avantis US Small Cap Value ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1182 holding.
Strategic Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 7 quarters since.
Strategic Wealth Partners's Avantis US Small Cap Value ETF position peaked at $1.55M in Q1 2024.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.