Centerpoint Advisors
AVUV icon

Centerpoint Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Centerpoint Advisors’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 		$59K Hold
500
– – 0.02% 166
2026
Q2 		$62K Hold
500
– – 0.02% 156
2026
Q1 		$55K Hold
500
– – 0.02% 151
2025
Q4 		$51K Hold
500
– – 0.02% 160
2025
Q3 		$50K Buy
+500
New +$48.4K 0.02% 168

Other funds holding AVUV

Creative Planning
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Centerpoint Advisors's AVUV Position: Q3 2026 in Review

Centerpoint Advisors held its Avantis US Small Cap Value ETF (AVUV) position steady in Q3 2026 at 500 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #166.

Centerpoint Advisors first reported a position in AVUV in Q3 2025 and has held it in 5 quarters since. The position peaked at $62K in Q2 2026. 1,014 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Centerpoint Advisors held 500 shares of Avantis US Small Cap Value ETF worth $59K as of Q3 2026.
  • Centerpoint Advisors left its Avantis US Small Cap Value ETF share count unchanged in Q3 2026.
  • Avantis US Small Cap Value ETF made up 0.02% of Centerpoint Advisors's portfolio in Q3 2026, its #166 holding.
  • Centerpoint Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Centerpoint Advisors's Avantis US Small Cap Value ETF position peaked at $62K in Q2 2026.
  • 1,014 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.