Avestar Capital’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Avestar Capital’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 Q3	–	Sell	-2,039	Closed	-$254K	–	524
2026 Q2	$254K	Buy	+2,039	New	+$243K	0.01%	491
2023 Q2	–	Sell	-122,614	Closed	-$9.08M	–	338
2023 Q1	$9.08M	Sell	122,614 -1,536	-1%	-$120K	1.62%	15
2022 Q4	$9.25M	Buy	124,150 +8,246	+7%	+$620K	1.67%	14
2022 Q3	$7.67M	Buy	115,904 +4,196	+4%	+$306K	1.95%	11
2022 Q2	$7.64M	Buy	111,708 +49,133	+79%	+$3.72M	1.88%	12
2022 Q1	$5M	Buy	62,575 +7,499	+14%	+$594K	0.8%	24
2021 Q4	$4.39M	Buy	55,076 +5,731	+12%	+$456K	0.54%	43
2021 Q3	$3.73M	Buy	49,345 +9,400	+24%	+$697K	0.48%	53
2021 Q2	$3.04M	Buy	+39,945	New	+$3.02M	0.41%	62

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Avestar Capital's AVUV Position: Q3 2026 in Review

Avestar Capital sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2026, closing a stake of 2,039 shares — an estimated $254K sold.

Avestar Capital first reported a position in AVUV in Q2 2021 and held it in 9 quarters. The position peaked at $9.25M in Q4 2022. 745 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Avestar Capital reported no remaining Avantis US Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 2,039 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $254K.
Avestar Capital first reported a position in Avantis US Small Cap Value ETF in Q2 2021 and held it in 9 quarters.
Avestar Capital's Avantis US Small Cap Value ETF position peaked at $9.25M in Q4 2022.
745 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.