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

Elevation 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	$35.5K	Sell	301 -3,628	-92%	-$452K	0.01%	484
2026 Q2	$490K	Buy	3,929 +14	+0.4%	+$1.67K	0.15%	85
2026 Q1	$432K	Buy	3,915 +10	+0.3%	+$1.1K	0.15%	82
2025 Q4	$398K	Buy	3,905 +15	+0.4%	+$1.5K	0.14%	83
2025 Q3	$387K	Buy	3,890 +17	+0.4%	+$1.64K	0.14%	85
2025 Q2	$353K	Buy	+3,873	New	+$334K	0.14%	84
2023 Q3	–	Sell	-699	Closed	-$54.2K	–	350
2023 Q2	$54.2K	Buy	699 +3	+0.4%	+$221	0.05%	144
2023 Q1	$51.5K	Buy	+696	New	+$54.5K	0.05%	150

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

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

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

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

Elevation Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 92% in Q3 2026, selling an estimated $452K and leaving 301 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #484.

Elevation Wealth Partners first reported a position in AVUV in Q1 2023 and has held it in 8 quarters since. The position peaked at $490K in Q2 2026. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Elevation Wealth Partners held 301 shares of Avantis US Small Cap Value ETF worth $35.5K as of Q3 2026.
Elevation Wealth Partners sold 3,628 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $452K.
Avantis US Small Cap Value ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #484 holding.
Elevation Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2023 and has held it in 8 quarters since.
Elevation Wealth Partners's Avantis US Small Cap Value ETF position peaked at $490K in Q2 2026.
69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.