EPIQ Partners
AVUV icon

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

EPIQ 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 		$253K Buy
2,148
+507
+31% +$63.2K 0.11% 88
2026
Q2 		$205K Buy
+1,641
New +$196K 0.09% 96

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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
Meredith Wealth Planning
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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

EPIQ Partners's AVUV Position: Q3 2026 in Review

EPIQ Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 31% in Q3 2026, buying an estimated $63.2K and bringing the position to 2,148 shares worth $253K. The position accounts for 0.11% of the portfolio, ranked #88.

EPIQ Partners first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. 461 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • EPIQ Partners held 2,148 shares of Avantis US Small Cap Value ETF worth $253K as of Q3 2026.
  • EPIQ Partners bought 507 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $63.2K.
  • Avantis US Small Cap Value ETF made up 0.11% of EPIQ Partners's portfolio in Q3 2026, its #88 holding.
  • EPIQ Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 461 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

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