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CX Institutional’s Avantis US Small Cap Value ETF AVUV Stock Holding History

CX Institutional’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 Buy
502
+63
+14% +$7.86K ﹤0.01% 982
2026
Q2 		$55K Buy
+439
New +$52.4K ﹤0.01% 961
2026
Q1 		– Sell
-50
Closed -$5K – 1554
2025
Q4 		$5K Buy
+50
New +$5K ﹤0.01% 1261

Other funds holding AVUV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

CX Institutional's AVUV Position: Q3 2026 in Review

CX Institutional increased its Avantis US Small Cap Value ETF (AVUV) stake by 14% in Q3 2026, buying an estimated $7.86K and bringing the position to 502 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

CX Institutional first reported a position in AVUV in Q4 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • CX Institutional held 502 shares of Avantis US Small Cap Value ETF worth $59K as of Q3 2026.
  • CX Institutional bought 63 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $7.86K.
  • Avantis US Small Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #982 holding.
  • CX Institutional first reported a position in Avantis US Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.