B. Riley Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

B. Riley Wealth Advisors’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	$1.92M	Buy	+16,331	New	+$2.04M	0.07%	239
2026 Q1	–	Sell	-16,600	Closed	-$1.69M	–	911
2025 Q4	$1.69M	Buy	16,600 +957	+6%	+$95.7K	0.08%	235
2025 Q3	$1.56M	Buy	15,643 +444	+3%	+$43K	0.07%	253
2025 Q2	$1.38M	Sell	15,199 -1,670	-10%	-$144K	0.07%	275
2025 Q1	$1.47M	Buy	16,869 +7,524	+81%	+$707K	0.04%	383
2024 Q4	$902K	Sell	9,345 -4,754	-34%	-$472K	0.03%	484
2024 Q3	$1.34M	Buy	+14,099	New	+$1.32M	0.04%	424

Other funds holding AVUV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

FFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

MAM

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

FMN

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

B. Riley Wealth Advisors's AVUV Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 16,331 shares worth $1.92M. The stake represents 0.07% of the portfolio and ranks #239 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in AVUV as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in AVUV in Q3 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

B. Riley Wealth Advisors held 16,331 shares of Avantis US Small Cap Value ETF worth $1.92M as of Q3 2026.
Avantis US Small Cap Value ETF was a new B. Riley Wealth Advisors position in Q3 2026.
Avantis US Small Cap Value ETF made up 0.07% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #239 holding.
B. Riley Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.