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

Integris 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	$1.74M	Sell	14,777 -79	-0.5%	-$9.9K	0.33%	27
2026 Q2	$1.85M	Buy	14,856 +1,276	+9%	+$152K	0.37%	26
2026 Q1	$1.5M	Sell	13,580 -576	-4%	-$63.4K	0.34%	26
2025 Q4	$1.44M	Hold	14,156	–	–	0.33%	28
2025 Q3	$1.41M	Sell	14,156 -98	-0.7%	-$9.48K	0.34%	28
2025 Q2	$1.3M	Buy	+14,254	New	+$1.23M	0.34%	29

Other funds holding AVUV

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

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

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

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

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

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

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Integris Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 0.53% in Q3 2026, selling an estimated $9.9K and leaving 14,777 shares worth $1.74M. The position accounts for 0.33% of the portfolio, ranked #27.

Integris Wealth Management first reported a position in AVUV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.85M in Q2 2026. 421 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Integris Wealth Management held 14,777 shares of Avantis US Small Cap Value ETF worth $1.74M as of Q3 2026.
Integris Wealth Management sold 79 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $9.9K.
Avantis US Small Cap Value ETF made up 0.33% of Integris Wealth Management's portfolio in Q3 2026, its #27 holding.
Integris Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Integris Wealth Management's Avantis US Small Cap Value ETF position peaked at $1.85M in Q2 2026.
421 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.