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

Gibraltar Capital 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 		$3.34M Buy
26,790
+2,285
+9% +$273K 0.51% 62
2026
Q1 		$2.71M Buy
24,505
+20,808
+563% +$2.29M 0.47% 65
2025
Q4 		$377K Buy
3,697
+398
+12% +$39.8K 0.06% 100
2025
Q3 		$328K Buy
3,299
+278
+9% +$26.9K 0.06% 101
2025
Q2 		$275K Buy
3,021
+118
+4% +$10.2K 0.05% 101
2025
Q1 		$253K Buy
2,903
+43
+2% +$4.04K 0.05% 91
2024
Q4 		$276K Buy
2,860
+239
+9% +$23.7K 0.12% 47
2024
Q3 		$251K Buy
2,621
+281
+12% +$26.3K 0.11% 48
2024
Q2 		$210K Sell
2,340
-91
-4% -$8.24K 0.1% 43
2024
Q1 		$228K Buy
2,431
+149
+7% +$13.2K 0.11% 42
2023
Q4 		$205K Buy
+2,282
New +$183K 0.09% 70

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gibraltar Capital Management's AVUV Position: Q2 2026 in Review

Gibraltar Capital Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 9.3% in Q2 2026, buying an estimated $273K and bringing the position to 26,790 shares worth $3.34M. The position accounts for 0.51% of the portfolio, ranked #62.

Gibraltar Capital Management first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Gibraltar Capital Management held 26,790 shares of Avantis US Small Cap Value ETF worth $3.34M as of Q2 2026.
  • Gibraltar Capital Management bought 2,285 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $273K.
  • Avantis US Small Cap Value ETF made up 0.51% of Gibraltar Capital Management's portfolio in Q2 2026, its #62 holding.
  • Gibraltar Capital Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Gibraltar Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.