Pinion Investment Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Pinion Investment Advisors’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 Q1	$207K	Buy	+1,873	New	+$206K	0.05%	176

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinion Investment Advisors's AVUV Position: Q1 2026 in Review

Pinion Investment Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 1,873 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings.

1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Pinion Investment Advisors held 1,873 shares of Avantis US Small Cap Value ETF worth $207K as of Q1 2026.
Avantis US Small Cap Value ETF was a new Pinion Investment Advisors position in Q1 2026.
Avantis US Small Cap Value ETF made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #176 holding.
1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.