PB
AVUV icon

Pinnacle Bancorp’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Pinnacle Bancorp’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 		$511K Sell
4,093
-88
-2% -$10.5K 0.13% 142
2026
Q1 		$462K Sell
4,181
-454
-10% -$50K 0.14% 134
2025
Q4 		$473K Sell
4,635
-160
-3% -$16K 0.14% 130
2025
Q3 		$477K Sell
4,795
-112
-2% -$10.8K 0.14% 131
2025
Q2 		$447K Sell
4,907
-461
-9% -$39.7K 0.14% 135
2025
Q1 		$468K Buy
5,368
+407
+8% +$38.2K 0.15% 120
2024
Q4 		$479K Buy
4,961
+3,439
+226% +$342K 0.16% 115
2024
Q3 		$146K Buy
1,522
+354
+30% +$33.1K 0.04% 249
2024
Q2 		$105K Buy
1,168
+553
+90% +$50.1K 0.03% 272
2024
Q1 		$57.6K Buy
615
+1
+0.2% +$88 0.02% 376
2023
Q4 		$55.1K Buy
614
+556
+959% +$44.5K 0.02% 370
2023
Q3 		$4.52K Buy
58
+31
+115% +$2.49K ﹤0.01% 701
2023
Q2 		$2.1K Sell
27
-43
-61% -$3.16K ﹤0.01% 741
2023
Q1 		$5.18K Hold
70
– – ﹤0.01% 699
2022
Q4 		$5K Buy
+70
New +$5.26K ﹤0.01% 638

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

Pinnacle Bancorp's AVUV Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.1% in Q2 2026, selling an estimated $10.5K and leaving 4,093 shares worth $511K. The position accounts for 0.13% of the portfolio, ranked #142.

Pinnacle Bancorp first reported a position in AVUV in Q4 2022 and has held it in 15 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Pinnacle Bancorp held 4,093 shares of Avantis US Small Cap Value ETF worth $511K as of Q2 2026.
  • Pinnacle Bancorp sold 88 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $10.5K.
  • Avantis US Small Cap Value ETF made up 0.13% of Pinnacle Bancorp's portfolio in Q2 2026, its #142 holding.
  • Pinnacle Bancorp first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.