PVI
AVUV icon

Pine Valley Investments’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Pine Valley Investments’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 		$1.08M Sell
8,640
-629
-7% -$75K 0.04% 297
2026
Q1 		$1.02M Buy
9,269
+253
+3% +$27.9K 0.05% 291
2025
Q4 		$919K Sell
9,016
-252
-3% -$25.2K 0.04% 281
2025
Q3 		$922K Sell
9,268
-2,581
-22% -$250K 0.05% 275
2025
Q2 		$1.08M Sell
11,849
-94
-0.8% -$8.1K 0.06% 258
2025
Q1 		$1.04M Sell
11,943
-492
-4% -$46.2K 0.06% 260
2024
Q4 		$1.2M Buy
12,435
+6,059
+95% +$602K 0.07% 224
2024
Q3 		$612K Buy
6,376
+57
+0.9% +$5.33K 0.04% 295
2024
Q2 		$567K Buy
6,319
+293
+5% +$26.5K 0.04% 294
2024
Q1 		$565K Sell
6,026
-7,076
-54% -$626K 0.04% 290
2023
Q4 		$1.18M Sell
13,102
-60,503
-82% -$4.84M 0.08% 202
2023
Q3 		$5.74M Buy
73,605
+974
+1% +$78.3K 0.52% 43
2023
Q2 		$5.64M Sell
72,631
-489
-0.7% -$36K 0.55% 43
2023
Q1 		$5.18M Buy
+73,120
New +$5.73M 0.77% 28

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Pine Valley Investments's AVUV Position: Q2 2026 in Review

Pine Valley Investments reduced its Avantis US Small Cap Value ETF (AVUV) stake by 6.8% in Q2 2026, selling an estimated $75K and leaving 8,640 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #297.

Pine Valley Investments first reported a position in AVUV in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.74M in Q3 2023. 724 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Pine Valley Investments held 8,640 shares of Avantis US Small Cap Value ETF worth $1.08M as of Q2 2026.
  • Pine Valley Investments sold 629 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $75K.
  • Avantis US Small Cap Value ETF made up 0.04% of Pine Valley Investments's portfolio in Q2 2026, its #297 holding.
  • Pine Valley Investments first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Avantis US Small Cap Value ETF position peaked at $5.74M in Q3 2023.
  • 724 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.