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

Tower 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 		$2.03M Buy
16,292
+1,365
+9% +$163K 1% 16
2026
Q1 		$1.65M Sell
14,927
-86
-0.6% -$9.47K 0.91% 17
2025
Q4 		$1.53M Buy
15,013
+289
+2% +$28.9K 0.84% 17
2025
Q3 		$1.47M Buy
14,724
+598
+4% +$57.8K 0.81% 19
2025
Q2 		$1.29M Sell
14,126
-121,521
-90% -$10.5M 0.76% 19
2025
Q1 		$11.8M Buy
135,647
+1,009
+0.7% +$94.8K 6.32% 6
2024
Q4 		$13M Buy
134,638
+990
+0.7% +$98.4K 6.8% 6
2024
Q3 		$12.8M Buy
133,648
+189
+0.1% +$17.7K 7.46% 6
2024
Q2 		$12M Buy
133,459
+1,776
+1% +$161K 7.39% 6
2024
Q1 		$12.3M Buy
131,683
+1,788
+1% +$158K 8.01% 5
2023
Q4 		$11.7M Buy
129,895
+1,439
+1% +$115K 8.24% 5
2023
Q3 		$10M Buy
128,456
+468
+0.4% +$37.6K 8.23% 5
2023
Q2 		$9.93M Buy
127,988
+8,648
+7% +$636K 7.96% 5
2023
Q1 		$8.84M Buy
119,340
+1,368
+1% +$107K 7.38% 6
2022
Q4 		$8.79M Buy
117,972
+2,607
+2% +$196K 7.66% 6
2022
Q3 		$8.82M Buy
+115,365
New +$8.41M 8.37% 5

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

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

Tower Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 9.1% in Q2 2026, buying an estimated $163K and bringing the position to 16,292 shares worth $2.03M. The position accounts for 1% of the portfolio, ranked #16.

Tower Wealth Partners first reported a position in AVUV in Q3 2022 and has held it in 16 quarters since. The position peaked at $13M in Q4 2024. 1,143 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Tower Wealth Partners held 16,292 shares of Avantis US Small Cap Value ETF worth $2.03M as of Q2 2026.
  • Tower Wealth Partners bought 1,365 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $163K.
  • Avantis US Small Cap Value ETF made up 1% of Tower Wealth Partners's portfolio in Q2 2026, its #16 holding.
  • Tower Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • Tower Wealth Partners's Avantis US Small Cap Value ETF position peaked at $13M in Q4 2024.
  • 1,143 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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