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Cambridge Financial Group (Arizona)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cambridge Financial Group (Arizona)’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 		$956K Hold
7,660
– – 0.3% 61
2026
Q2 		$956K Sell
7,660
-67
-0.9% -$7.99K 0.3% 61
2026
Q1 		$854K Buy
7,727
+3,746
+94% +$412K 0.29% 63
2025
Q4 		$389K Sell
3,981
-3,040
-43% -$304K 0.14% 118
2025
Q3 		$699K Sell
7,021
-114
-2% -$11K 0.22% 82
2025
Q2 		$650K Buy
7,135
+3,683
+107% +$317K 0.24% 69
2025
Q1 		$301K Buy
3,452
+259
+8% +$24.3K 0.13% 109
2024
Q4 		$308K Sell
3,193
-4,950
-61% -$492K 0.13% 103
2024
Q3 		$781K Buy
8,143
+9
+0.1% +$841 0.33% 60
2024
Q2 		$730K Sell
8,134
-679
-8% -$61.5K 0.33% 62
2024
Q1 		$826K Sell
8,813
-214
-2% -$18.9K 0.39% 55
2023
Q4 		$811K Buy
+9,027
New +$722K 0.42% 52

Other funds holding AVUV

FG
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
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
KF
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
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s AVUV Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its Avantis US Small Cap Value ETF (AVUV) position steady in Q3 2026 at 7,660 shares worth $956K. The position accounts for 0.3% of the portfolio, ranked #61.

Cambridge Financial Group (Arizona) first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. 114 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Cambridge Financial Group (Arizona) held 7,660 shares of Avantis US Small Cap Value ETF worth $956K as of Q3 2026.
  • Cambridge Financial Group (Arizona) left its Avantis US Small Cap Value ETF share count unchanged in Q3 2026.
  • Avantis US Small Cap Value ETF made up 0.3% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #61 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 114 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.