Fortitude Family Office’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Fortitude Family Office’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	$2.23M	Sell	18,915 -442	-2%	-$55.1K	0.38%	41
2026 Q2	$2.41M	Sell	19,357 -1,669	-8%	-$199K	0.47%	40
2026 Q1	$2.32M	Sell	21,026 -273	-1%	-$30.1K	0.52%	40
2025 Q4	$2.17M	Sell	21,299 -1,048	-5%	-$105K	0.51%	44
2025 Q3	$2.22M	Sell	22,347 -1,298	-5%	-$126K	0.6%	37
2025 Q2	$2.15M	Buy	23,645 +19,768	+510%	+$1.7M	0.71%	33
2025 Q1	$338K	Buy	3,877 +3,777	+3,777%	+$355K	0.12%	86
2024 Q4	$9.65K	Hold	100	–	–	﹤0.01%	639
2024 Q3	$9.6K	Buy	+100	New	+$9.35K	﹤0.01%	584
2024 Q2	–	Sell	-386	Closed	-$36.2K	–	971
2024 Q1	$36.2K	Sell	386 -22	-5%	-$1.95K	0.02%	190
2023 Q4	$36.6K	Buy	+408	New	+$32.6K	0.03%	214

Other funds holding AVUV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

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

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

Fortitude Family Office's AVUV Position: Q3 2026 in Review

Fortitude Family Office reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.3% in Q3 2026, selling an estimated $55.1K and leaving 18,915 shares worth $2.23M. The position accounts for 0.38% of the portfolio, ranked #41.

Fortitude Family Office first reported a position in AVUV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.41M in Q2 2026. 162 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Fortitude Family Office held 18,915 shares of Avantis US Small Cap Value ETF worth $2.23M as of Q3 2026.
Fortitude Family Office sold 442 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $55.1K.
Avantis US Small Cap Value ETF made up 0.38% of Fortitude Family Office's portfolio in Q3 2026, its #41 holding.
Fortitude Family Office first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Avantis US Small Cap Value ETF position peaked at $2.41M in Q2 2026.
162 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.