Brady Martz Wealth Solutions’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Brady Martz Wealth Solutions’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	$5.29M	Sell	44,894 -1,317	-3%	-$164K	0.78%	28
2026 Q2	$5.77M	Sell	46,211 -1,649	-3%	-$197K	0.87%	27
2026 Q1	$5.29M	Sell	47,860 -4,858	-9%	-$535K	0.9%	27
2025 Q4	$5.38M	Sell	52,718 -31,500	-37%	-$3.15M	0.95%	26
2025 Q3	$8.38M	Sell	84,218 -444	-0.5%	-$43K	1.52%	17
2025 Q2	$7.71M	Sell	84,662 -25,955	-23%	-$2.24M	1.49%	18
2025 Q1	$9.6M	Sell	110,617 -1,582	-1%	-$149K	2.18%	8
2024 Q4	$10.9M	Buy	+112,199	New	+$11.1M	2.63%	6

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

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Brady Martz Wealth Solutions's AVUV Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.8% in Q3 2026, selling an estimated $164K and leaving 44,894 shares worth $5.29M. The position accounts for 0.78% of the portfolio, ranked #28.

Brady Martz Wealth Solutions first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q4 2024. 810 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Brady Martz Wealth Solutions held 44,894 shares of Avantis US Small Cap Value ETF worth $5.29M as of Q3 2026.
Brady Martz Wealth Solutions sold 1,317 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $164K.
Avantis US Small Cap Value ETF made up 0.78% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #28 holding.
Brady Martz Wealth Solutions first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Avantis US Small Cap Value ETF position peaked at $10.9M in Q4 2024.
810 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.