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Apeiron RIA’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Apeiron RIA’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 		$17.1M Sell
137,168
-64
-0% -$7.63K 4.39% 3
2026
Q1 		$15.2M Sell
137,232
-4,679
-3% -$515K 3.51% 6
2025
Q4 		$15.7M Buy
141,911
+4,488
+3% +$449K 3.19% 7
2025
Q3 		$13.4M Buy
137,423
+4,322
+3% +$418K 3.02% 5
2025
Q2 		$12.1M Buy
133,101
+8,252
+7% +$711K 3.12% 5
2025
Q1 		$10.9M Buy
124,849
+1,437
+1% +$135K 3.29% 5
2024
Q4 		$11.9M Buy
123,412
+10,646
+9% +$1.06M 3.33% 5
2024
Q3 		$10.8M Buy
112,766
+4,865
+5% +$455K 3.1% 9
2024
Q2 		$9.68M Buy
107,901
+6,941
+7% +$629K 2.97% 9
2024
Q1 		$9.46M Buy
100,960
+3,154
+3% +$279K 2.74% 8
2023
Q4 		$8.78M Buy
97,806
+5,648
+6% +$452K 2.74% 10
2023
Q3 		$7.18M Buy
92,158
+1,026
+1% +$82.4K 2.45% 12
2023
Q2 		$7.07M Buy
91,132
+598
+0.7% +$44K 2.42% 10
2023
Q1 		$6.7M Buy
90,534
+2,759
+3% +$216K 2.31% 14
2022
Q4 		$6.54M Buy
87,775
+2,242
+3% +$169K 2.5% 12
2022
Q3 		$5.94M Buy
85,533
+1,544
+2% +$113K 2.74% 9
2022
Q2 		$574 Sell
83,989
-2,770
-3% -$210K 0.16% 60
2022
Q1 		$6.69M Buy
86,759
+3,310
+4% +$262K 3.19% 7
2021
Q4 		$6.65M Buy
+83,449
New +$6.65M 2.73% 8

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apeiron RIA's AVUV Position: Q2 2026 in Review

Apeiron RIA reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.05% in Q2 2026, selling an estimated $7.63K and leaving 137,168 shares worth $17.1M. The position accounts for 4.39% of the portfolio, ranked #3.

Apeiron RIA first reported a position in AVUV in Q4 2021 and has held it in 19 quarters since. 262 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Apeiron RIA held 137,168 shares of Avantis US Small Cap Value ETF worth $17.1M as of Q2 2026.
  • Apeiron RIA sold 64 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $7.63K.
  • Avantis US Small Cap Value ETF made up 4.39% of Apeiron RIA's portfolio in Q2 2026, its #3 holding.
  • Apeiron RIA first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 262 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.