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

Global 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 		$328K Buy
2,788
+4
+0.1% +$499 0.18% 35
2026
Q2 		$347K Buy
+2,784
New +$332K 0.18% 32

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Global Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.14% in Q3 2026, buying an estimated $499 and bringing the position to 2,788 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #35.

Global Wealth Management first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. The position peaked at $347K in Q2 2026. 882 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Global Wealth Management held 2,788 shares of Avantis US Small Cap Value ETF worth $328K as of Q3 2026.
  • Global Wealth Management bought 4 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $499.
  • Avantis US Small Cap Value ETF made up 0.18% of Global Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Global Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Global Wealth Management's Avantis US Small Cap Value ETF position peaked at $347K in Q2 2026.
  • 882 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

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