Centennial Wealth Advisory
AVUV icon

Centennial Wealth Advisory’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Centennial Wealth Advisory’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 		$3.77M Buy
32,049
+3,369
+12% +$420K 0.78% 26
2026
Q2 		$3.58M Buy
28,680
+2,120
+8% +$253K 0.77% 25
2026
Q1 		$2.93M Buy
26,560
+13,865
+109% +$1.53M 0.71% 32
2025
Q4 		$1.29M Buy
12,695
+1,282
+11% +$128K 0.34% 44
2025
Q3 		$1.14M Buy
11,413
+3,816
+50% +$369K 0.32% 46
2025
Q2 		$692K Buy
7,597
+3,987
+110% +$344K 0.22% 60
2025
Q1 		$315K Buy
+3,610
New +$339K 0.11% 117
2024
Q3 		– Sell
-14,347
Closed -$1.29M – 152
2024
Q2 		$1.29M Buy
14,347
+706
+5% +$63.9K 0.56% 30
2024
Q1 		$1.28M Buy
13,641
+336
+3% +$29.7K 0.59% 30
2023
Q4 		$1.19M Sell
13,305
-476
-3% -$38.1K 0.61% 29
2023
Q3 		$1.07M Buy
13,781
+200
+1% +$16.1K 0.58% 40
2023
Q2 		$1.05M Sell
13,581
-305
-2% -$22.4K 0.55% 37
2023
Q1 		$1.03M Buy
13,886
+220
+2% +$17.2K 0.55% 40
2022
Q4 		$1.02M Sell
13,666
-443
-3% -$33.3K 0.57% 40
2022
Q3 		$933K Sell
14,109
-1,076
-7% -$78.5K 0.55% 36
2022
Q2 		$1.04M Sell
15,185
-1,403
-8% -$106K 0.58% 39
2022
Q1 		$1.32M Sell
16,588
-1,860
-10% -$147K 0.72% 38
2021
Q4 		$1.47M Sell
18,448
-416
-2% -$33.1K 0.83% 31
2021
Q3 		$1.43M Buy
18,864
+663
+4% +$49.1K 0.85% 33
2021
Q2 		$1.38M Buy
18,201
+4,952
+37% +$374K 0.86% 37
2021
Q1 		$957K Sell
13,249
-3,115
-19% -$209K 0.63% 48
2020
Q4 		$930K Buy
+16,364
New +$838K 0.66% 48

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Centennial Wealth Advisory's AVUV Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Avantis US Small Cap Value ETF (AVUV) stake by 12% in Q3 2026, buying an estimated $420K and bringing the position to 32,049 shares worth $3.77M. The position accounts for 0.78% of the portfolio, ranked #26.

Centennial Wealth Advisory first reported a position in AVUV in Q4 2020 and has held it in 22 quarters since. 705 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Centennial Wealth Advisory held 32,049 shares of Avantis US Small Cap Value ETF worth $3.77M as of Q3 2026.
  • Centennial Wealth Advisory bought 3,369 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $420K.
  • Avantis US Small Cap Value ETF made up 0.78% of Centennial Wealth Advisory's portfolio in Q3 2026, its #26 holding.
  • Centennial Wealth Advisory first reported a position in Avantis US Small Cap Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 705 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.