UWM
AVUV icon

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

USAdvisors 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 		$11.2M Sell
89,810
-10,599
-11% -$1.26M 3.21% 6
2026
Q1 		$10.9M Buy
100,409
+1,737
+2% +$191K 3.61% 5
2025
Q4 		$10.1M Buy
98,672
+3,901
+4% +$390K 3.32% 5
2025
Q3 		$9.43M Buy
94,771
+1,162
+1% +$112K 3.25% 6
2025
Q2 		$8.53M Buy
93,609
+9,686
+12% +$835K 3.17% 6
2025
Q1 		$7.32M Buy
83,923
+2,928
+4% +$275K 2.55% 7
2024
Q4 		$7.82M Buy
80,995
+35,386
+78% +$3.52M 2.54% 7
2024
Q3 		$4.36M Sell
45,609
-1,617
-3% -$151K 1.52% 20
2024
Q2 		$4.24M Sell
47,226
-2,004
-4% -$181K 1.49% 21
2024
Q1 		$4.58M Sell
49,230
-1,766
-3% -$156K 1.73% 19
2023
Q4 		$4.58M Sell
50,996
-2,675
-5% -$214K 1.9% 19
2023
Q3 		$4.18M Buy
53,671
+3,341
+7% +$268K 1.87% 18
2023
Q2 		$3.93M Sell
50,330
-5,110
-9% -$376K 1.86% 19
2023
Q1 		$4.11M Sell
55,440
-1,768
-3% -$138K 1.96% 15
2022
Q4 		$4.26M Buy
57,208
+41,022
+253% +$3.09M 2.06% 17
2022
Q3 		$1.07M Buy
16,186
+227
+1% +$16.6K 0.55% 47
2022
Q2 		$1.09M Buy
15,959
+2,413
+18% +$183K 0.55% 44
2022
Q1 		$1.08M Buy
13,546
+3,256
+32% +$258K 0.46% 55
2021
Q4 		$821K Buy
10,290
+607
+6% +$48.3K 0.33% 66
2021
Q3 		$732K Sell
9,683
-544
-5% -$40.3K 0.32% 66
2021
Q2 		$777K Buy
10,227
+350
+4% +$26.4K 0.42% 58
2021
Q1 		$713K Buy
9,877
+1,452
+17% +$97.3K 0.34% 62
2020
Q4 		$503K Buy
8,425
+1,069
+15% +$54.7K 0.24% 59
2020
Q3 		$315 Buy
+7,356
New +$318K 0.05% 57

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

USAdvisors Wealth Management's AVUV Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 11% in Q2 2026, selling an estimated $1.26M and leaving 89,810 shares worth $11.2M. The position accounts for 3.21% of the portfolio, ranked #6.

USAdvisors Wealth Management first reported a position in AVUV in Q3 2020 and has held it in 24 quarters since. 605 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • USAdvisors Wealth Management held 89,810 shares of Avantis US Small Cap Value ETF worth $11.2M as of Q2 2026.
  • USAdvisors Wealth Management sold 10,599 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.26M.
  • Avantis US Small Cap Value ETF made up 3.21% of USAdvisors Wealth Management's portfolio in Q2 2026, its #6 holding.
  • USAdvisors Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
  • 605 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.