WAP
AVUV icon

Wealthcare Advisory Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wealthcare Advisory 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 		$40M Buy
320,844
+5,808
+2% +$693K 0.76% 27
2026
Q1 		$34.8M Sell
315,036
-18,353
-6% -$2.02M 0.68% 30
2025
Q4 		$34M Buy
333,389
+17,804
+6% +$1.78M 0.67% 29
2025
Q3 		$31.4M Buy
315,585
+74,765
+31% +$7.23M 0.65% 30
2025
Q2 		$21.9M Buy
240,820
+116,302
+93% +$10M 0.5% 40
2025
Q1 		$10.9M Sell
124,518
-7,473
-6% -$702K 0.29% 71
2024
Q4 		$12.7M Buy
131,991
+10,520
+9% +$1.05M 0.35% 56
2024
Q3 		$11.7M Buy
121,471
+53,871
+80% +$5.04M 0.33% 59
2024
Q2 		$6.07M Buy
67,600
+4,163
+7% +$377K 0.19% 92
2024
Q1 		$5.94M Buy
63,437
+16,770
+36% +$1.48M 0.19% 92
2023
Q4 		$4.19M Buy
46,667
+4,149
+10% +$332K 0.17% 104
2023
Q3 		$3.31M Buy
42,518
+2,243
+6% +$180K 0.15% 111
2023
Q2 		$3.13M Buy
40,275
+20,247
+101% +$1.49M 0.14% 128
2023
Q1 		$1.48M Buy
20,028
+11,484
+134% +$899K 0.06% 228
2022
Q4 		$637K Buy
+8,544
New +$643K 0.03% 364
2022
Q1 		– Sell
-5,158
Closed -$411K – 542
2021
Q4 		$411K Sell
5,158
-4,178
-45% -$333K 0.02% 361
2021
Q3 		$706K Buy
+9,336
New +$692K 0.05% 253
2021
Q2 		– Sell
-1,400
Closed -$101K – 652
2021
Q1 		$101K Buy
+1,400
New +$93.8K 0.01% 665

Other funds holding AVUV

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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return