Cypress Wealth Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cypress Wealth Services’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	$561K	Sell	4,653 -13	-0.3%	-$1.62K	0.07%	220
2026 Q2	$582K	Hold	4,666	–	–	0.07%	213
2026 Q1	$515K	Hold	4,666	–	–	0.07%	219
2025 Q4	$476K	Hold	4,666	–	–	0.07%	213
2025 Q3	$464K	Buy	+4,666	New	+$451K	0.08%	191

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

Cypress Wealth Services's AVUV Position: Q3 2026 in Review

Cypress Wealth Services reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.28% in Q3 2026, selling an estimated $1.62K and leaving 4,653 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #220.

Cypress Wealth Services first reported a position in AVUV in Q3 2025 and has held it in 5 quarters since. The position peaked at $582K in Q2 2026. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Cypress Wealth Services held 4,653 shares of Avantis US Small Cap Value ETF worth $561K as of Q3 2026.
Cypress Wealth Services sold 13 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $1.62K.
Avantis US Small Cap Value ETF made up 0.07% of Cypress Wealth Services's portfolio in Q3 2026, its #220 holding.
Cypress Wealth Services first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Cypress Wealth Services's Avantis US Small Cap Value ETF position peaked at $582K in Q2 2026.
1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.