Clark Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Clark Wealth Partners’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	$1.14M	Sell	9,652 -49	-0.5%	-$6.11K	0.59%	24
2026 Q2	$1.21M	Buy	9,701 +8,742	+912%	+$1.04M	0.68%	21
2026 Q1	$106K	Buy	959 +71	+8%	+$7.82K	0.07%	69
2025 Q4	$90.5K	Hold	888	–	–	0.06%	78
2025 Q3	$90.5K	Buy	888 +340	+62%	+$32.9K	0.06%	78
2025 Q2	$49.9K	Buy	548 +89	+19%	+$7.67K	0.03%	86
2025 Q1	$40K	Buy	459 +35	+8%	+$3.29K	0.03%	104
2024 Q4	$40.9K	Buy	+424	New	+$42.1K	0.03%	85

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

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Clark Wealth Partners's AVUV Position: Q3 2026 in Review

Clark Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.51% in Q3 2026, selling an estimated $6.11K and leaving 9,652 shares worth $1.14M. The position accounts for 0.59% of the portfolio, ranked #24.

Clark Wealth Partners first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Clark Wealth Partners held 9,652 shares of Avantis US Small Cap Value ETF worth $1.14M as of Q3 2026.
Clark Wealth Partners sold 49 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $6.11K.
Avantis US Small Cap Value ETF made up 0.59% of Clark Wealth Partners's portfolio in Q3 2026, its #24 holding.
Clark Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Clark Wealth Partners's Avantis US Small Cap Value ETF position peaked at $1.21M in Q2 2026.
1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.