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

Total Clarity 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	$3.03M	Buy	24,268 +22,215	+1,082%	+$2.65M	0.59%	38
2026 Q1	$227K	Sell	2,053 -210	-9%	-$23.1K	0.05%	291
2025 Q4	$231K	Buy	+2,263	New	+$226K	0.06%	267
2025 Q3	–	Sell	-2,625	Closed	-$239K	–	292
2025 Q2	$239K	Sell	2,625 -2,906	-53%	-$250K	0.07%	243
2025 Q1	$534K	Hold	5,531	–	–	0.17%	142
2024 Q4	$534K	Sell	5,531 -15,356	-74%	-$1.53M	0.17%	143
2024 Q3	$2M	Buy	20,887 +1,550	+8%	+$145K	0.65%	42
2024 Q2	$1.73M	Buy	19,337 +8,126	+72%	+$736K	0.6%	47
2024 Q1	$1.05M	Buy	11,211 +8,816	+368%	+$780K	0.37%	82
2023 Q4	$215K	Buy	+2,395	New	+$192K	0.09%	217

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

Total Clarity Wealth Management's AVUV Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 1,082% in Q2 2026, buying an estimated $2.65M and bringing the position to 24,268 shares worth $3.03M. The position accounts for 0.59% of the portfolio, ranked #38.

Total Clarity Wealth Management first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Total Clarity Wealth Management held 24,268 shares of Avantis US Small Cap Value ETF worth $3.03M as of Q2 2026.
Total Clarity Wealth Management bought 22,215 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.65M.
Avantis US Small Cap Value ETF made up 0.59% of Total Clarity Wealth Management's portfolio in Q2 2026, its #38 holding.
Total Clarity Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.