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Peak Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Peak Asset 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 		$20.9M Buy
167,233
+3,948
+2% +$471K 3.07% 9
2026
Q1 		$18M Buy
163,285
+8,135
+5% +$896K 3.18% 8
2025
Q4 		$15.8M Buy
155,150
+2,775
+2% +$278K 2.69% 13
2025
Q3 		$15.2M Buy
152,375
+4,510
+3% +$436K 2.65% 14
2025
Q2 		$13.5M Buy
147,865
+426
+0.3% +$36.7K 2.47% 17
2025
Q1 		$12.9M Buy
147,439
+8,406
+6% +$790K 2.45% 14
2024
Q4 		$13.4M Buy
139,033
+3,532
+3% +$351K 2.48% 16
2024
Q3 		$13M Buy
135,501
+14,184
+12% +$1.33M 2.45% 14
2024
Q2 		$10.9M Buy
121,317
+8,304
+7% +$752K 2.13% 20
2024
Q1 		$10.6M Buy
113,013
+19,312
+21% +$1.71M 2.1% 19
2023
Q4 		$8.41M Buy
93,701
+16,882
+22% +$1.35M 1.85% 21
2023
Q3 		$5.99M Buy
76,819
+8,918
+13% +$716K 1.45% 23
2023
Q2 		$5.27M Buy
67,901
+53,044
+357% +$3.9M 1.22% 26
2023
Q1 		$1.1M Buy
+14,857
New +$1.16M 0.27% 68

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

Peak Asset Management's AVUV Position: Q2 2026 in Review

Peak Asset Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.4% in Q2 2026, buying an estimated $471K and bringing the position to 167,233 shares worth $20.9M. The position accounts for 3.07% of the portfolio, ranked #9.

Peak Asset Management 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.

  • Peak Asset Management held 167,233 shares of Avantis US Small Cap Value ETF worth $20.9M as of Q2 2026.
  • Peak Asset Management bought 3,948 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $471K.
  • Avantis US Small Cap Value ETF made up 3.07% of Peak Asset Management's portfolio in Q2 2026, its #9 holding.
  • Peak Asset Management 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 Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.