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

Aspen 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 		$221K Buy
+1,768
New +$211K 0.06% 183
2025
Q2 		– Sell
-2,479
Closed -$216K – 148
2025
Q1 		$216K Buy
+2,479
New +$233K 0.1% 144

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

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

Aspen Investment Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q2 2026: 1,768 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #183 among its holdings. This is a return to the name: Aspen Investment Management previously reported a position in AVUV as recently as Q1 2025.

Aspen Investment Management first reported a position in AVUV in Q1 2025 and has held it in 2 quarters since. 261 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Aspen Investment Management held 1,768 shares of Avantis US Small Cap Value ETF worth $221K as of Q2 2026.
  • Avantis US Small Cap Value ETF was a new Aspen Investment Management position in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.06% of Aspen Investment Management's portfolio in Q2 2026, its #183 holding.
  • Aspen Investment Management first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 261 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.