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RAFFA WEALTH MANAGEMENT, LLC’s Avantis US Small Cap Value ETF AVUV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$12.8K Buy
102
+1
+1% +$119 ﹤0.01% 373
2026
Q1 		$11.2K Hold
101
– – ﹤0.01% 367
2025
Q4 		$10.3K Hold
101
– – ﹤0.01% 370
2025
Q3 		$10.1K Hold
101
– – ﹤0.01% 364
2025
Q2 		$9.2K Hold
101
– – ﹤0.01% 397
2025
Q1 		$8.8K Buy
+101
New +$9.49K ﹤0.01% 330

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AVUV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.99% in Q2 2026, buying an estimated $119 and bringing the position to 102 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 102 shares of Avantis US Small Cap Value ETF worth $12.8K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 1 Avantis US Small Cap Value ETF share in Q2 2026, an estimated $119.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #373 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 530 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.