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Courier Capital’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Courier Capital’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 		$4.56M Buy
36,522
+354
+1% +$42.2K 0.23% 103
2026
Q1 		$4M Buy
36,168
+3,822
+12% +$421K 0.22% 100
2025
Q4 		$3.3M Buy
32,346
+3,218
+11% +$322K 0.19% 118
2025
Q3 		$2.9M Buy
29,128
+2,447
+9% +$237K 0.17% 125
2025
Q2 		$2.43M Buy
26,681
+3,598
+16% +$310K 0.15% 134
2025
Q1 		$2.01M Buy
23,083
+13,377
+138% +$1.26M 0.13% 147
2024
Q4 		$937K Buy
+9,706
New +$964K 0.06% 198

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
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

Courier Capital's AVUV Position: Q2 2026 in Review

Courier Capital increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.98% in Q2 2026, buying an estimated $42.2K and bringing the position to 36,522 shares worth $4.56M. The position accounts for 0.23% of the portfolio, ranked #103.

Courier Capital first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Courier Capital held 36,522 shares of Avantis US Small Cap Value ETF worth $4.56M as of Q2 2026.
  • Courier Capital bought 354 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $42.2K.
  • Avantis US Small Cap Value ETF made up 0.23% of Courier Capital's portfolio in Q2 2026, its #103 holding.
  • Courier Capital first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 634 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.