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

Broadway 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	$3.81M	Buy	32,376 +662	+2%	+$82.6K	1.71%	11
2026 Q2	$3.96M	Buy	31,714 +749	+2%	+$89.3K	1.85%	12
2026 Q1	$3.42M	Buy	30,965 +880	+3%	+$96.9K	1.77%	11
2025 Q4	$3.07M	Buy	30,085 +9,575	+47%	+$958K	1.64%	11
2025 Q3	$2.04M	Buy	20,510 +1,399	+7%	+$135K	1.14%	14
2025 Q2	$1.74M	Buy	+19,111	New	+$1.65M	1.08%	16

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

Broadway Wealth Solutions's AVUV Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.1% in Q3 2026, buying an estimated $82.6K and bringing the position to 32,376 shares worth $3.81M. The position accounts for 1.71% of the portfolio, ranked #11.

Broadway Wealth Solutions first reported a position in AVUV in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.96M in Q2 2026. 810 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Broadway Wealth Solutions held 32,376 shares of Avantis US Small Cap Value ETF worth $3.81M as of Q3 2026.
Broadway Wealth Solutions bought 662 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $82.6K.
Avantis US Small Cap Value ETF made up 1.71% of Broadway Wealth Solutions's portfolio in Q3 2026, its #11 holding.
Broadway Wealth Solutions first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Broadway Wealth Solutions's Avantis US Small Cap Value ETF position peaked at $3.96M in Q2 2026.
810 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.