Summit Investment Advisors, Inc.\KS’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Summit Investment Advisors, Inc.\KS’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 Q3	$4.05M	Buy	34,430 +6,847	+25%	+$854K	1.83%	11
2026 Q2	$3.44M	Buy	27,583 +9,134	+50%	+$1.09M	1.57%	15
2026 Q1	$2.04M	Buy	18,449 +2,308	+14%	+$254K	1.03%	24
2025 Q4	$1.65M	Buy	+16,141	New	+$1.61M	0.88%	25

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's AVUV Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Avantis US Small Cap Value ETF (AVUV) stake by 25% in Q3 2026, buying an estimated $854K and bringing the position to 34,430 shares worth $4.05M. The position accounts for 1.83% of the portfolio, ranked #11.

Summit Investment Advisors, Inc.\KS first reported a position in AVUV in Q4 2025 and has held it in 4 quarters since. 764 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 34,430 shares of Avantis US Small Cap Value ETF worth $4.05M as of Q3 2026.
Summit Investment Advisors, Inc.\KS bought 6,847 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $854K.
Avantis US Small Cap Value ETF made up 1.83% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #11 holding.
Summit Investment Advisors, Inc.\KS first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
764 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.