Keystone Wealth Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Keystone Wealth Services’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	$323K	Buy	+2,720	New	+$339K	0.06%	257

Other funds holding AVUV

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

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

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

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

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

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

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

Keystone Wealth Services's AVUV Position: Q3 2026 in Review

Keystone Wealth Services opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 2,720 shares worth $323K. The stake represents 0.06% of the portfolio and ranks #257 among its holdings.

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

Keystone Wealth Services held 2,720 shares of Avantis US Small Cap Value ETF worth $323K as of Q3 2026.
Avantis US Small Cap Value ETF was a new Keystone Wealth Services position in Q3 2026.
Avantis US Small Cap Value ETF made up 0.06% of Keystone Wealth Services's portfolio in Q3 2026, its #257 holding.
687 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Keystone Wealth Services's 13F filing for Q3 2026, filed 3 Nov 2026.