Your Advocates Ltd’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Your Advocates Ltd’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	$31.6K	Sell	253 -425	-63%	-$50.7K	0.01%	89
2026 Q1	$74.9K	Buy	+678	New	+$74.7K	0.02%	51
2024 Q2	–	Sell	-55	Closed	-$5.15K	–	242
2024 Q1	$5.15K	Sell	55 -282	-84%	-$25K	﹤0.01%	143
2023 Q4	$30.3K	Sell	337 -54	-14%	-$4.32K	0.01%	72
2023 Q3	$30.5K	Buy	+391	New	+$31.4K	0.02%	67

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Your Advocates Ltd's AVUV Position: Q2 2026 in Review

Your Advocates Ltd reduced its Avantis US Small Cap Value ETF (AVUV) stake by 63% in Q2 2026, selling an estimated $50.7K and leaving 253 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #89.

Your Advocates Ltd first reported a position in AVUV in Q3 2023 and has held it in 5 quarters since. The position peaked at $74.9K in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Your Advocates Ltd held 253 shares of Avantis US Small Cap Value ETF worth $31.6K as of Q2 2026.
Your Advocates Ltd sold 425 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $50.7K.
Avantis US Small Cap Value ETF made up 0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #89 holding.
Your Advocates Ltd first reported a position in Avantis US Small Cap Value ETF in Q3 2023 and has held it in 5 quarters since.
Your Advocates Ltd's Avantis US Small Cap Value ETF position peaked at $74.9K in Q1 2026.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.