Glenview Trust’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Glenview Trust’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	$42.2M	Buy	337,905 +5,082	+2%	+$606K	0.58%	40
2026 Q1	$36.8M	Buy	332,823 +8,993	+3%	+$990K	0.58%	40
2025 Q4	$33M	Sell	323,830 -172	-0.1%	-$17.2K	0.51%	39
2025 Q3	$32.2M	Buy	324,002 +4,604	+1%	+$445K	0.51%	36
2025 Q2	$29.1M	Buy	319,398 +26,444	+9%	+$2.28M	0.5%	43
2025 Q1	$25.5M	Buy	292,954 +21,755	+8%	+$2.04M	0.5%	44
2024 Q4	$26.2M	Buy	271,199 +21,708	+9%	+$2.16M	0.49%	48
2024 Q3	$23.9M	Buy	249,491 +16,202	+7%	+$1.51M	0.46%	54
2024 Q2	$20.9M	Buy	233,289 +20,264	+10%	+$1.84M	0.42%	56
2024 Q1	$20M	Buy	213,025 +39,974	+23%	+$3.54M	0.43%	61
2023 Q4	$15.5M	Buy	173,051 +31,233	+22%	+$2.5M	0.38%	70
2023 Q3	$11.1M	Buy	141,818 +56,785	+67%	+$4.56M	0.31%	82
2023 Q2	$6.6M	Buy	85,033 +30,190	+55%	+$2.22M	0.18%	104
2023 Q1	$4.06M	Buy	+54,843	New	+$4.3M	0.12%	126

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

Glenview Trust's AVUV Position: Q2 2026 in Review

Glenview Trust increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q2 2026, buying an estimated $606K and bringing the position to 337,905 shares worth $42.2M. The position accounts for 0.58% of the portfolio, ranked #40.

Glenview Trust first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Glenview Trust held 337,905 shares of Avantis US Small Cap Value ETF worth $42.2M as of Q2 2026.
Glenview Trust bought 5,082 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $606K.
Avantis US Small Cap Value ETF made up 0.58% of Glenview Trust's portfolio in Q2 2026, its #40 holding.
Glenview Trust first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.