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HUB Investment Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

HUB Investment Partners’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
Q1 		$7.86M Buy
71,147
+48,191
+210% +$5.31M 0.19% 116
2025
Q4 		$2.34M Buy
+22,956
New +$2.3M 0.06% 192
2025
Q3 		– Sell
-28,323
Closed -$2.58M – 847
2025
Q2 		$2.58M Sell
28,323
-91,312
-76% -$7.87M 0.09% 166
2025
Q1 		$10.4M Buy
119,635
+4,824
+4% +$453K 0.41% 66
2024
Q4 		$11.1M Sell
114,811
-9,707
-8% -$964K 0.46% 57
2024
Q3 		$11.9M Buy
124,518
+10,596
+9% +$990K 0.52% 54
2024
Q2 		$10.2M Buy
113,922
+7,633
+7% +$691K 0.39% 56
2024
Q1 		$9.96M Buy
106,289
+3,677
+4% +$325K 0.54% 50
2023
Q4 		$9.21M Buy
102,612
+3,827
+4% +$306K 0.63% 40
2023
Q3 		$7.7M Buy
98,785
+5,727
+6% +$460K 1.16% 21
2023
Q2 		$7.22M Buy
93,058
+8,799
+10% +$647K 1.2% 16
2023
Q1 		$6.24M Sell
84,259
-632
-0.7% -$49.5K 1.29% 15
2022
Q4 		$6.33M Buy
84,891
+3,711
+5% +$279K 1.38% 17
2022
Q3 		$5.37M Buy
81,180
+2,847
+4% +$208K 1.62% 11
2022
Q2 		$5.36M Buy
+78,333
New +$5.93M 1.67% 10

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HUB Investment Partners's AVUV Position: Q1 2026 in Review

HUB Investment Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 210% in Q1 2026, buying an estimated $5.31M and bringing the position to 71,147 shares worth $7.86M. The position accounts for 0.19% of the portfolio, ranked #116.

HUB Investment Partners first reported a position in AVUV in Q2 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q3 2024. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • HUB Investment Partners held 71,147 shares of Avantis US Small Cap Value ETF worth $7.86M as of Q1 2026.
  • HUB Investment Partners bought 48,191 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $5.31M.
  • Avantis US Small Cap Value ETF made up 0.19% of HUB Investment Partners's portfolio in Q1 2026, its #116 holding.
  • HUB Investment Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 15 quarters since.
  • HUB Investment Partners's Avantis US Small Cap Value ETF position peaked at $11.9M in Q3 2024.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.