Belpointe Asset Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Belpointe Asset 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	$2.37M	Buy	20,099 +2,266	+13%	+$283K	0.07%	290
2026 Q2	$2.22M	Buy	17,833 +5,514	+45%	+$658K	0.07%	250
2026 Q1	$1.36M	Sell	12,319 -5,405	-30%	-$595K	0.05%	347
2025 Q4	$1.81M	Buy	17,724 +1,644	+10%	+$164K	0.07%	241
2025 Q3	$1.6M	Buy	+16,080	New	+$1.56M	0.06%	273
2024 Q1	–	Sell	-4,507	Closed	-$405K	–	788
2023 Q4	$405K	Sell	4,507 -581	-11%	-$46.5K	0.04%	431
2023 Q3	$397K	Buy	+5,088	New	+$409K	0.04%	400
2023 Q2	–	Sell	-73	Closed	-$5.41K	–	802
2023 Q1	$5.41K	Sell	73 -25	-26%	-$1.96K	﹤0.01%	2985
2022 Q4	$7.3K	Buy	+98	New	+$7.37K	﹤0.01%	2770

Other funds holding AVUV

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Belpointe Asset Management's AVUV Position: Q3 2026 in Review

Belpointe Asset Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 13% in Q3 2026, buying an estimated $283K and bringing the position to 20,099 shares worth $2.37M. The position accounts for 0.07% of the portfolio, ranked #290.

Belpointe Asset Management first reported a position in AVUV in Q4 2022 and has held it in 9 quarters since. 904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Belpointe Asset Management held 20,099 shares of Avantis US Small Cap Value ETF worth $2.37M as of Q3 2026.
Belpointe Asset Management bought 2,266 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $283K.
Avantis US Small Cap Value ETF made up 0.07% of Belpointe Asset Management's portfolio in Q3 2026, its #290 holding.
Belpointe Asset Management first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 9 quarters since.
904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.