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Principal Securities’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Principal Securities’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 		$2.32M Buy
20,980
+317
+2% +$34.9K 0.03% 438
2025
Q4 		$2.11M Sell
20,663
-550
-3% -$55K 0.03% 459
2025
Q3 		$2.11M Buy
21,213
+1,466
+7% +$142K 0.03% 445
2025
Q2 		$1.8M Buy
19,747
+17,898
+968% +$1.54M 0.03% 447
2025
Q1 		$178K Hold
1,849
– – ﹤0.01% 1174
2024
Q4 		$178K Sell
1,849
-96
-5% -$9.54K ﹤0.01% 1173
2024
Q3 		$187K Buy
1,945
+1,645
+548% +$154K ﹤0.01% 1131
2024
Q2 		$26.9K Sell
300
-8
-3% -$725 ﹤0.01% 1905
2024
Q1 		$28.9K Buy
308
+295
+2,269% +$26.1K ﹤0.01% 1822
2023
Q4 		$1.17K Buy
+13
New +$1.04K ﹤0.01% 2920

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Securities's AVUV Position: Q1 2026 in Review

Principal Securities increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.5% in Q1 2026, buying an estimated $34.9K and bringing the position to 20,980 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #438.

Principal Securities first reported a position in AVUV in Q4 2023 and has held it in 10 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Principal Securities held 20,980 shares of Avantis US Small Cap Value ETF worth $2.32M as of Q1 2026.
  • Principal Securities bought 317 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $34.9K.
  • Avantis US Small Cap Value ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #438 holding.
  • Principal Securities first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.