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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
Q2 		$10.2M Buy
81,680
+10,533
+15% +$1.26M 0.18% 101
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 $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

HUB Investment Partners's AVUV Position: Q2 2026 in Review

HUB Investment Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 15% in Q2 2026, buying an estimated $1.26M and bringing the position to 81,680 shares worth $10.2M. The position accounts for 0.18% of the portfolio, ranked #101.

HUB Investment Partners first reported a position in AVUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.9M in Q3 2024. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • HUB Investment Partners held 81,680 shares of Avantis US Small Cap Value ETF worth $10.2M as of Q2 2026.
  • HUB Investment Partners bought 10,533 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.26M.
  • Avantis US Small Cap Value ETF made up 0.18% of HUB Investment Partners's portfolio in Q2 2026, its #101 holding.
  • HUB Investment Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • HUB Investment Partners's Avantis US Small Cap Value ETF position peaked at $11.9M in Q3 2024.
  • 1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.