BAM Wealth Management
AVUV icon

BAM Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

BAM Wealth Management’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 		$475K Buy
4,034
+36
+0.9% +$4.49K 0.26% 104
2026
Q2 		$499K Sell
3,998
-218
-5% -$26K 0.31% 83
2026
Q1 		$466K Buy
+4,216
New +$464K 0.35% 73

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

BAM Wealth Management's AVUV Position: Q3 2026 in Review

BAM Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.9% in Q3 2026, buying an estimated $4.49K and bringing the position to 4,034 shares worth $475K. The position accounts for 0.26% of the portfolio, ranked #104.

BAM Wealth Management first reported a position in AVUV in Q1 2026 and has held it in 3 quarters since. The position peaked at $499K in Q2 2026. 810 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • BAM Wealth Management held 4,034 shares of Avantis US Small Cap Value ETF worth $475K as of Q3 2026.
  • BAM Wealth Management bought 36 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $4.49K.
  • Avantis US Small Cap Value ETF made up 0.26% of BAM Wealth Management's portfolio in Q3 2026, its #104 holding.
  • BAM Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • BAM Wealth Management's Avantis US Small Cap Value ETF position peaked at $499K in Q2 2026.
  • 810 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.