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Concurrent Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Concurrent Investment Advisors’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 		$27.5M Buy
220,331
+16,896
+8% +$2.02M 0.23% 79
2026
Q1 		$22.5M Buy
203,435
+76,109
+60% +$8.38M 0.24% 85
2025
Q4 		$13M Buy
127,326
+34,928
+38% +$3.49M 0.15% 149
2025
Q3 		$9.2M Buy
92,398
+11,719
+15% +$1.13M 0.16% 128
2025
Q2 		$7.35M Buy
80,679
+6,719
+9% +$579K 0.14% 152
2025
Q1 		$6.45M Buy
73,960
+11,293
+18% +$1.06M 0.16% 140
2024
Q4 		$6.05M Buy
62,667
+7,752
+14% +$770K 0.16% 130
2024
Q3 		$5.27M Buy
54,915
+1,237
+2% +$116K 0.16% 139
2024
Q2 		$4.82M Buy
53,678
+557
+1% +$50.4K 0.16% 141
2024
Q1 		$4.98M Sell
53,121
-2,248
-4% -$199K 0.2% 116
2023
Q4 		$4.97M Buy
+55,369
New +$4.43M 0.23% 96

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Concurrent Investment Advisors's AVUV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.3% in Q2 2026, buying an estimated $2.02M and bringing the position to 220,331 shares worth $27.5M. The position accounts for 0.23% of the portfolio, ranked #79.

Concurrent Investment Advisors first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 590 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Concurrent Investment Advisors held 220,331 shares of Avantis US Small Cap Value ETF worth $27.5M as of Q2 2026.
  • Concurrent Investment Advisors bought 16,896 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $2.02M.
  • Avantis US Small Cap Value ETF made up 0.23% of Concurrent Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Concurrent Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 590 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.