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

Summit Financial’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 		$4.07M Buy
36,867
+5,368
+17% +$591K 0.05% 368
2025
Q4 		$3.21M Buy
31,499
+2,347
+8% +$235K 0.05% 364
2025
Q3 		$2.9M Buy
+29,152
New +$2.82M 0.04% 382

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

Summit Financial's AVUV Position: Q1 2026 in Review

Summit Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 17% in Q1 2026, buying an estimated $591K and bringing the position to 36,867 shares worth $4.07M. The position accounts for 0.05% of the portfolio, ranked #368.

Summit Financial first reported a position in AVUV in Q3 2025 and has held it in 3 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Summit Financial held 36,867 shares of Avantis US Small Cap Value ETF worth $4.07M as of Q1 2026.
  • Summit Financial bought 5,368 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $591K.
  • Avantis US Small Cap Value ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #368 holding.
  • Summit Financial first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.