UAG
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United Advisor Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

United Advisor Group’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 		$3.07M Buy
+24,607
New +$2.94M 0.32% 82

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

United Advisor Group's AVUV Position: Q2 2026 in Review

United Advisor Group opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 24,607 shares worth $3.07M. The stake represents 0.32% of the portfolio and ranks #82 among its holdings.

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

  • United Advisor Group held 24,607 shares of Avantis US Small Cap Value ETF worth $3.07M as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new United Advisor Group position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.32% of United Advisor Group's portfolio in Q2 2026, its #82 holding.
  • 576 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.