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

Nixon Peabody 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 		$2.08M Sell
16,664
-695
-4% -$82.9K 0.15% 76
2026
Q1 		$1.92M Sell
17,359
-132
-0.8% -$14.5K 0.15% 74
2025
Q4 		$1.78M Sell
17,491
-193
-1% -$19.3K 0.14% 79
2025
Q3 		$1.76M Buy
17,684
+680
+4% +$65.8K 0.13% 79
2025
Q2 		$1.55M Buy
17,004
+4,304
+34% +$371K 0.12% 79
2025
Q1 		$1.11M Buy
+12,700
New +$1.19M 0.09% 83

Other funds holding AVUV

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Nixon Peabody Trust's AVUV Position: Q2 2026 in Review

Nixon Peabody Trust reduced its Avantis US Small Cap Value ETF (AVUV) stake by 4% in Q2 2026, selling an estimated $82.9K and leaving 16,664 shares worth $2.08M. The position accounts for 0.15% of the portfolio, ranked #76.

Nixon Peabody Trust first reported a position in AVUV in Q1 2025 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Nixon Peabody Trust held 16,664 shares of Avantis US Small Cap Value ETF worth $2.08M as of Q2 2026.
  • Nixon Peabody Trust sold 695 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $82.9K.
  • Avantis US Small Cap Value ETF made up 0.15% of Nixon Peabody Trust's portfolio in Q2 2026, its #76 holding.
  • Nixon Peabody Trust first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 530 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.