Insight Wealth Partners
AVUV icon

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

Insight 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 		$2.09M Sell
17,720
-1,664
-9% -$208K 0.27% 38
2026
Q2 		$2.42M Buy
19,384
+1,060
+6% +$126K 0.32% 33
2026
Q1 		$2.02M Buy
18,324
+499
+3% +$54.9K 0.28% 33
2025
Q4 		$1.82M Buy
17,825
+26
+0.1% +$2.6K 0.25% 34
2025
Q3 		$1.77M Buy
17,799
+597
+3% +$57.8K 0.54% 32
2025
Q2 		$1.57M Buy
17,202
+581
+3% +$50.1K 0.61% 31
2025
Q1 		$1.45M Sell
16,621
-71
-0.4% -$6.67K 0.24% 33
2024
Q4 		$1.61M Sell
16,692
-36
-0.2% -$3.58K 0.22% 31
2024
Q3 		$1.61M Sell
16,728
-122
-0.7% -$11.4K 0.32% 33
2024
Q2 		$1.51M Buy
16,850
+1,253
+8% +$113K 0.26% 29
2024
Q1 		$1.46M Buy
15,597
+2,796
+22% +$247K 0.25% 29
2023
Q4 		$1.15M Buy
12,801
+4,008
+46% +$321K 0.2% 31
2023
Q3 		$685K Buy
8,793
+2,160
+33% +$174K 0.13% 44
2023
Q2 		$515K Buy
6,633
+3,438
+108% +$253K 0.12% 51
2023
Q1 		$237K Buy
3,195
+145
+5% +$11.4K 0.05% 57
2022
Q4 		$227K Buy
+3,050
New +$229K 0.17% 52

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
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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Insight Wealth Partners reduced its Avantis US Small Cap Value ETF (AVUV) stake by 8.6% in Q3 2026, selling an estimated $208K and leaving 17,720 shares worth $2.09M. The position accounts for 0.27% of the portfolio, ranked #38.

Insight Wealth Partners first reported a position in AVUV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.42M in Q2 2026. 810 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Insight Wealth Partners held 17,720 shares of Avantis US Small Cap Value ETF worth $2.09M as of Q3 2026.
  • Insight Wealth Partners sold 1,664 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $208K.
  • Avantis US Small Cap Value ETF made up 0.27% of Insight Wealth Partners's portfolio in Q3 2026, its #38 holding.
  • Insight Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Insight Wealth Partners's Avantis US Small Cap Value ETF position peaked at $2.42M in Q2 2026.
  • 810 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.