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

CoreCap 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	$3.91M	Buy	33,207 +2,028	+7%	+$253K	0.11%	170
2026 Q2	$3.89M	Buy	31,179 +4,612	+17%	+$550K	0.11%	173
2026 Q1	$2.93M	Buy	26,567 +932	+4%	+$103K	0.1%	185
2025 Q4	$2.61M	Buy	25,635 +5,695	+29%	+$570K	0.09%	200
2025 Q3	$1.98M	Buy	19,940 +1,722	+9%	+$167K	0.07%	234
2025 Q2	$1.66M	Buy	18,218 +3,210	+21%	+$277K	0.07%	244
2025 Q1	$1.31M	Buy	15,008 +9,052	+152%	+$851K	0.06%	284
2024 Q4	$575K	Buy	5,956 +5,259	+755%	+$522K	0.03%	439
2024 Q3	$66.9K	Buy	+697	New	+$65.1K	﹤0.01%	1072
2024 Q2	–	Sell	-65	Closed	-$6.09K	–	1678
2024 Q1	$6.09K	Buy	+65	New	+$5.75K	﹤0.01%	1875

Other funds holding AVUV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

CoreCap Advisors's AVUV Position: Q3 2026 in Review

CoreCap Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.5% in Q3 2026, buying an estimated $253K and bringing the position to 33,207 shares worth $3.91M. The position accounts for 0.11% of the portfolio, ranked #170.

CoreCap Advisors first reported a position in AVUV in Q1 2024 and has held it in 10 quarters since. 351 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

CoreCap Advisors held 33,207 shares of Avantis US Small Cap Value ETF worth $3.91M as of Q3 2026.
CoreCap Advisors bought 2,028 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $253K.
Avantis US Small Cap Value ETF made up 0.11% of CoreCap Advisors's portfolio in Q3 2026, its #170 holding.
CoreCap Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
351 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.