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

Peirce 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 		$27M Buy
216,611
+179,075
+477% +$21.4M 9.91% 4
2026
Q1 		$4.15M Sell
37,536
-3,913
-9% -$431K 1.62% 14
2025
Q4 		$4.23M Sell
41,449
-2,080
-5% -$208K 1.68% 14
2025
Q3 		$4.33M Sell
43,529
-301
-0.7% -$29.1K 1.8% 14
2025
Q2 		$3.99M Buy
43,830
+9,690
+28% +$835K 1.77% 14
2025
Q1 		$2.98M Buy
34,140
+7,951
+30% +$747K 1.47% 14
2024
Q4 		$2.53M Sell
26,189
-3,188
-11% -$317K 1.3% 14
2024
Q3 		$2.82M Sell
29,377
-1,840
-6% -$172K 1.42% 14
2024
Q2 		$2.8M Sell
31,217
-1,516
-5% -$137K 1.48% 14
2024
Q1 		$3.07M Sell
32,733
-1,205
-4% -$107K 1.68% 14
2023
Q4 		$3.05M Buy
+33,938
New +$2.72M 1.84% 14

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Peirce Capital Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 477% in Q2 2026, buying an estimated $21.4M and bringing the position to 216,611 shares worth $27M. The position accounts for 9.91% of the portfolio, ranked #4.

Peirce Capital Management first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Peirce Capital Management held 216,611 shares of Avantis US Small Cap Value ETF worth $27M as of Q2 2026.
  • Peirce Capital Management bought 179,075 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $21.4M.
  • Avantis US Small Cap Value ETF made up 9.91% of Peirce Capital Management's portfolio in Q2 2026, its #4 holding.
  • Peirce Capital Management first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 652 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Peirce Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.