CIBC Private Wealth Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$740K	Buy	7,258 +4,546	+168%	+$455K	﹤0.01%	767
2025 Q3	$270K	Buy	2,712 +76	+3%	+$7.35K	﹤0.01%	1055
2025 Q2	$240K	Sell	2,636 -690	-21%	-$59.5K	﹤0.01%	1043
2025 Q1	$250K	Buy	3,326 +1,625	+96%	+$153K	﹤0.01%	1006
2024 Q4	$163K	Sell	1,701 -262	-13%	-$26K	﹤0.01%	1235
2024 Q3	$188K	Buy	1,963 +303	+18%	+$28.3K	﹤0.01%	1217
2024 Q2	$147K	Buy	1,660 +3	+0.2%	+$272	﹤0.01%	1237
2024 Q1	$154K	Buy	+1,657	New	+$147K	﹤0.01%	1221

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's AVUV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 168% in Q4 2025, buying an estimated $455K and bringing the position to 7,258 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

CIBC Private Wealth Group first reported a position in AVUV in Q1 2024 and has held it in 8 quarters since. 984 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

CIBC Private Wealth Group held 7,258 shares of Avantis US Small Cap Value ETF worth $740K as of Q4 2025.
CIBC Private Wealth Group bought 4,546 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $455K.
Avantis US Small Cap Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #767 holding.
CIBC Private Wealth Group first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
984 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.