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REAP Financial Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

REAP Financial Group’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 		$23M Buy
184,218
+15,566
+9% +$1.86M 3.92% 6
2026
Q1 		$18.6M Buy
168,652
+15,571
+10% +$1.71M 3.68% 5
2025
Q4 		$15.6M Buy
153,081
+11,661
+8% +$1.17M 3.17% 8
2025
Q3 		$14.1M Buy
141,420
+15,462
+12% +$1.5M 3.06% 7
2025
Q2 		$11.5M Sell
125,958
-201
-0.2% -$17.3K 2.69% 11
2025
Q1 		$11M Buy
126,159
+12,920
+11% +$1.21M 2.72% 11
2024
Q4 		$10.9M Sell
113,239
-598
-0.5% -$59.4K 2.71% 9
2024
Q3 		$10.9M Buy
113,837
+9,915
+10% +$927K 2.68% 11
2024
Q2 		$9.32M Buy
103,922
+16,701
+19% +$1.51M 2.51% 14
2024
Q1 		$8.17M Buy
87,221
+29,849
+52% +$2.64M 2.24% 12
2023
Q4 		$5.15M Buy
+57,372
New +$4.59M 1.5% 15

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

REAP Financial Group's AVUV Position: Q2 2026 in Review

REAP Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 9.2% in Q2 2026, buying an estimated $1.86M and bringing the position to 184,218 shares worth $23M. The position accounts for 3.92% of the portfolio, ranked #6.

REAP Financial Group first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • REAP Financial Group held 184,218 shares of Avantis US Small Cap Value ETF worth $23M as of Q2 2026.
  • REAP Financial Group bought 15,566 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.86M.
  • Avantis US Small Cap Value ETF made up 3.92% of REAP Financial Group's portfolio in Q2 2026, its #6 holding.
  • REAP Financial Group first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.