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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
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 $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

REAP Financial Group's AVUV Position: Q1 2026 in Review

REAP Financial Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 10% in Q1 2026, buying an estimated $1.71M and bringing the position to 168,652 shares worth $18.6M. The position accounts for 3.68% of the portfolio, ranked #5.

REAP Financial Group 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.

  • REAP Financial Group held 168,652 shares of Avantis US Small Cap Value ETF worth $18.6M as of Q1 2026.
  • REAP Financial Group bought 15,571 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $1.71M.
  • Avantis US Small Cap Value ETF made up 3.68% of REAP Financial Group's portfolio in Q1 2026, its #5 holding.
  • REAP Financial Group 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 REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.