Avidian Wealth Enterprises’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Avidian Wealth Enterprises’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	$713K	Buy	6,058 +139	+2%	+$17.3K	0.02%	402
2026 Q2	$738K	Buy	5,919 +904	+18%	+$108K	0.02%	391
2026 Q1	$554K	Sell	5,015 -298	-6%	-$32.8K	0.02%	413
2025 Q4	$542K	Buy	5,313 +1,451	+38%	+$145K	0.02%	357
2025 Q3	$384K	Sell	3,862 -330	-8%	-$31.9K	0.01%	421
2025 Q2	$382K	Buy	4,192 +3	+0.1%	+$259	0.02%	393
2025 Q1	$365K	Sell	4,189 -352	-8%	-$33.1K	0.02%	371
2024 Q4	$438K	Buy	4,541 +5	+0.1%	+$497	0.02%	321
2024 Q3	$435K	Buy	4,536 +415	+10%	+$38.8K	0.02%	322
2024 Q2	$370K	Buy	4,121 +167	+4%	+$15.1K	0.02%	351
2024 Q1	$371K	Buy	3,954 +2	+0.1%	+$177	0.02%	321
2023 Q4	$355K	Buy	+3,952	New	+$316K	0.02%	314

Other funds holding AVUV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Avidian Wealth Enterprises's AVUV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.3% in Q3 2026, buying an estimated $17.3K and bringing the position to 6,058 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #402.

Avidian Wealth Enterprises first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $738K in Q2 2026. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Avidian Wealth Enterprises held 6,058 shares of Avantis US Small Cap Value ETF worth $713K as of Q3 2026.
Avidian Wealth Enterprises bought 139 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $17.3K.
Avantis US Small Cap Value ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #402 holding.
Avidian Wealth Enterprises first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Avidian Wealth Enterprises's Avantis US Small Cap Value ETF position peaked at $738K in Q2 2026.
69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.