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Zacks Investment Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Zacks Investment 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 		$797K Buy
+6,387
New +$762K 0.01% 456
2025
Q4 		– Sell
-2,935
Closed -$292K – 737
2025
Q3 		$292K Buy
2,935
+345
+13% +$33.4K ﹤0.01% 582
2025
Q2 		$236K Buy
+2,590
New +$223K ﹤0.01% 600

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Zacks Investment Management's AVUV Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 6,387 shares worth $797K. The stake represents 0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in AVUV as recently as Q3 2025.

Zacks Investment Management first reported a position in AVUV in Q2 2025 and has held it in 3 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Zacks Investment Management held 6,387 shares of Avantis US Small Cap Value ETF worth $797K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Zacks Investment Management position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #456 holding.
  • Zacks Investment Management first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.