Clear Creek Financial Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clear Creek Financial 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	$2.76M	Buy	22,106 +475	+2%	+$56.7K	0.18%	130
2026 Q1	$2.39M	Buy	21,631 +2,118	+11%	+$233K	0.18%	125
2025 Q4	$1.99M	Buy	19,513 +9,081	+87%	+$909K	0.16%	134
2025 Q3	$1.04M	Buy	10,432 +381	+4%	+$36.9K	0.09%	229
2025 Q2	$916K	Buy	10,051 +3,424	+52%	+$295K	0.09%	231
2025 Q1	$578K	Buy	+6,627	New	+$623K	0.06%	292

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

Clear Creek Financial Management's AVUV Position: Q2 2026 in Review

Clear Creek Financial Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.2% in Q2 2026, buying an estimated $56.7K and bringing the position to 22,106 shares worth $2.76M. The position accounts for 0.18% of the portfolio, ranked #130.

Clear Creek Financial Management first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 1,148 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Clear Creek Financial Management held 22,106 shares of Avantis US Small Cap Value ETF worth $2.76M as of Q2 2026.
Clear Creek Financial Management bought 475 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $56.7K.
Avantis US Small Cap Value ETF made up 0.18% of Clear Creek Financial Management's portfolio in Q2 2026, its #130 holding.
Clear Creek Financial Management first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,148 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.