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

Prime Capital 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 Q2	$54.5M	Sell	436,592 -2,622	-0.6%	-$313K	0.53%	44
2026 Q1	$48.5M	Sell	439,214 -288,293	-40%	-$31.7M	0.56%	45
2025 Q4	$74.2M	Sell	727,507 -328,629	-31%	-$32.9M	0.9%	27
2025 Q3	$105M	Sell	1,056,136 -22,250	-2%	-$2.15M	1.32%	19
2025 Q2	$98.2M	Sell	1,078,386 -155,241	-13%	-$13.4M	1.3%	19
2025 Q1	$108M	Buy	1,233,627 +277,084	+29%	+$26M	1.26%	20
2024 Q4	$92.3M	Sell	956,543 -12,941	-1%	-$1.29M	1.34%	22
2024 Q3	$93M	Sell	969,484 -78,957	-8%	-$7.38M	1.33%	20
2024 Q2	$94.1M	Buy	1,048,441 +1,045,230	+32,552%	+$94.7M	1.39%	15
2024 Q1	$301K	Buy	+3,211	New	+$284K	﹤0.01%	772

Other funds holding AVUV

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Prime Capital Investment Advisors's AVUV Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.6% in Q2 2026, selling an estimated $313K and leaving 436,592 shares worth $54.5M. The position accounts for 0.53% of the portfolio, ranked #44.

Prime Capital Investment Advisors first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. The position peaked at $108M in Q1 2025. 970 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Prime Capital Investment Advisors held 436,592 shares of Avantis US Small Cap Value ETF worth $54.5M as of Q2 2026.
Prime Capital Investment Advisors sold 2,622 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $313K.
Avantis US Small Cap Value ETF made up 0.53% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #44 holding.
Prime Capital Investment Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
Prime Capital Investment Advisors's Avantis US Small Cap Value ETF position peaked at $108M in Q1 2025.
970 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.