Kings Path Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Kings Path 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	$981K	Buy	8,330 +628	+8%	+$78.3K	0.26%	38
2026 Q2	$961K	Buy	7,702 +359	+5%	+$42.8K	0.26%	40
2026 Q1	$811K	Sell	7,343 -32	-0.4%	-$3.52K	0.28%	39
2025 Q4	$752K	Sell	7,375 -330	-4%	-$33K	0.26%	40
2025 Q3	$767K	Sell	7,705 -191	-2%	-$18.5K	0.28%	37
2025 Q2	$719K	Buy	7,896 +338	+4%	+$29.1K	0.29%	41
2025 Q1	$659K	Buy	7,558 +163	+2%	+$15.3K	0.32%	47
2024 Q4	$714K	Sell	7,395 -417	-5%	-$41.4K	0.3%	83
2024 Q3	$750K	Buy	7,812 +51	+0.7%	+$4.77K	0.31%	80
2024 Q2	$696K	Buy	+7,761	New	+$703K	0.33%	79

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

Kings Path Partners's AVUV Position: Q3 2026 in Review

Kings Path Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.2% in Q3 2026, buying an estimated $78.3K and bringing the position to 8,330 shares worth $981K. The position accounts for 0.26% of the portfolio, ranked #38.

Kings Path Partners first reported a position in AVUV in Q2 2024 and has held it in 10 quarters since. 428 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Kings Path Partners held 8,330 shares of Avantis US Small Cap Value ETF worth $981K as of Q3 2026.
Kings Path Partners bought 628 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $78.3K.
Avantis US Small Cap Value ETF made up 0.26% of Kings Path Partners's portfolio in Q3 2026, its #38 holding.
Kings Path Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
428 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.