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

Symphony 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	$1.26M	Buy	+10,115	New	+$1.21M	0.57%	30

Other funds holding AVUV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Symphony Financial Services opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 10,115 shares worth $1.26M. The stake represents 0.57% of the portfolio and ranks #30 among its holdings.

634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Symphony Financial Services held 10,115 shares of Avantis US Small Cap Value ETF worth $1.26M as of Q2 2026.
Avantis US Small Cap Value ETF was a new Symphony Financial Services position in Q2 2026.
Avantis US Small Cap Value ETF made up 0.57% of Symphony Financial Services's portfolio in Q2 2026, its #30 holding.
634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.