EWM
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Echo Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Echo Wealth Management’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 		$8.22M Buy
69,825
+967
+1% +$121K 4.03% 9
2026
Q2 		$8.59M Buy
68,858
+652
+1% +$77.8K 4.38% 8
2026
Q1 		$7.53M Sell
68,206
-16,215
-19% -$1.79M 4.34% 8
2025
Q4 		$8.61M Sell
84,421
-32,169
-28% -$3.22M 5.03% 8
2025
Q3 		$11.6M Sell
116,590
-858
-0.7% -$83K 6.77% 4
2025
Q2 		$10.7M Buy
117,448
+8,492
+8% +$732K 6.56% 4
2025
Q1 		$9.5M Buy
108,956
+6,815
+7% +$640K 6.42% 5
2024
Q4 		$9.9M Buy
102,141
+1,037
+1% +$103K 6.81% 3
2024
Q3 		$9.6M Sell
101,104
-653
-0.6% -$61K 6.73% 5
2024
Q2 		$9.13M Buy
101,757
+10,027
+11% +$908K 6.88% 3
2024
Q1 		$8.6M Buy
91,730
+32,401
+55% +$2.87M 7.13% 4
2023
Q4 		$5.23M Buy
59,329
+5,653
+11% +$452K 4.88% 9
2023
Q3 		$4.18M Buy
53,676
+1,811
+3% +$146K 4.51% 7
2023
Q2 		$4.16M Sell
51,865
-1,467
-3% -$108K 4.49% 8
2023
Q1 		$3.95M Buy
53,332
+13,544
+34% +$1.06M 4.36% 8
2022
Q4 		$3.17M Buy
39,788
+26,472
+199% +$1.99M 3.37% 13
2022
Q3 		$971K Buy
+13,316
New +$971K 1.28% 21

Other funds holding AVUV

Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Echo Wealth Management's AVUV Position: Q3 2026 in Review

Echo Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.4% in Q3 2026, buying an estimated $121K and bringing the position to 69,825 shares worth $8.22M. The position accounts for 4.03% of the portfolio, ranked #9.

Echo Wealth Management first reported a position in AVUV in Q3 2022 and has held it in 17 quarters since. The position peaked at $11.6M in Q3 2025. 284 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Echo Wealth Management held 69,825 shares of Avantis US Small Cap Value ETF worth $8.22M as of Q3 2026.
  • Echo Wealth Management bought 967 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $121K.
  • Avantis US Small Cap Value ETF made up 4.03% of Echo Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Echo Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
  • Echo Wealth Management's Avantis US Small Cap Value ETF position peaked at $11.6M in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.