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

Interchange Capital 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	$1.62M	Buy	+13,770	New	+$1.72M	0.27%	76

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Interchange Capital Partners's AVUV Position: Q3 2026 in Review

Interchange Capital Partners opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 13,770 shares worth $1.62M. The stake represents 0.27% of the portfolio and ranks #76 among its holdings.

904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Interchange Capital Partners held 13,770 shares of Avantis US Small Cap Value ETF worth $1.62M as of Q3 2026.
Avantis US Small Cap Value ETF was a new Interchange Capital Partners position in Q3 2026.
Avantis US Small Cap Value ETF made up 0.27% of Interchange Capital Partners's portfolio in Q3 2026, its #76 holding.
904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.