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

KM 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 		– Sell
-565
Closed -$66.6K – 52
2026
Q1 		$66.6K Buy
+565
New +$62.2K 0.04% 49
2025
Q4 		– Sell
-3,355
Closed -$334K – 48
2025
Q3 		$334K Hold
3,355
– – 0.15% 44
2025
Q2 		$306K Sell
3,355
-261
-7% -$22.5K 0.15% 49
2025
Q1 		$315K Buy
+3,616
New +$340K 0.17% 47

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

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

KM Capital Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 565 shares — an estimated $66.6K sold.

KM Capital Management first reported a position in AVUV in Q1 2025 and held it in 4 quarters. The position peaked at $334K in Q3 2025. 1,145 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • KM Capital Management reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • KM Capital Management sold 565 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $66.6K.
  • KM Capital Management first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and held it in 4 quarters.
  • KM Capital Management's Avantis US Small Cap Value ETF position peaked at $334K in Q3 2025.
  • 1,145 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.