Peak Planning Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Peak Planning Group’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	$1.89M	Buy	15,149 +252	+2%	+$30.1K	0.43%	37
2026 Q1	$1.65M	Buy	14,897 +398	+3%	+$43.8K	0.46%	36
2025 Q4	$1.48M	Buy	+14,499	New	+$1.45M	0.41%	35
2025 Q2	–	Sell	-14,286	Closed	-$1.25M	–	95
2025 Q1	$1.25M	Sell	14,286 -1,071	-7%	-$101K	0.52%	35
2024 Q4	$1.48M	Buy	15,357 +496	+3%	+$49.3K	0.62%	30
2024 Q3	$1.43M	Buy	14,861 +10,958	+281%	+$1.02M	0.63%	31
2024 Q2	$350K	Buy	+3,903	New	+$353K	0.17%	80
2022 Q3	–	Sell	-3,461	Closed	-$237K	–	79
2022 Q2	$237K	Buy	+3,461	New	+$262K	0.2%	69
2021 Q4	$263K	Buy	3,303 +357	+12%	+$28.4K	0.19%	69
2021 Q3	$223K	Buy	+2,946	New	+$218K	0.19%	75

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Peak Planning Group's AVUV Position: Q2 2026 in Review

Peak Planning Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.7% in Q2 2026, buying an estimated $30.1K and bringing the position to 15,149 shares worth $1.89M. The position accounts for 0.43% of the portfolio, ranked #37.

Peak Planning Group first reported a position in AVUV in Q3 2021 and has held it in 10 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Peak Planning Group held 15,149 shares of Avantis US Small Cap Value ETF worth $1.89M as of Q2 2026.
Peak Planning Group bought 252 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $30.1K.
Avantis US Small Cap Value ETF made up 0.43% of Peak Planning Group's portfolio in Q2 2026, its #37 holding.
Peak Planning Group first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and has held it in 10 quarters since.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.