MN Wealth Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

MN Wealth Advisors’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	$1.1M	Sell	9,318 -235	-2%	-$29.3K	0.45%	44
2026 Q2	$1.19M	Buy	9,553 +956	+11%	+$114K	0.51%	41
2026 Q1	$950K	Sell	8,597 -172	-2%	-$18.9K	0.46%	46
2025 Q4	$894K	Sell	8,769 -8,836	-50%	-$884K	0.45%	45
2025 Q3	$1.75M	Sell	17,605 -202	-1%	-$19.5K	0.94%	21
2025 Q2	$1.62M	Sell	17,807 -4,064	-19%	-$350K	0.94%	20
2025 Q1	$1.91M	Sell	21,871 -4,642	-18%	-$436K	1.12%	22
2024 Q4	$2.56M	Buy	26,513 +2,667	+11%	+$265K	1.44%	17
2024 Q3	$2.29M	Buy	23,846 +9,772	+69%	+$913K	1.3%	19
2024 Q2	$1.26M	Buy	14,074 +3,322	+31%	+$301K	0.73%	30
2024 Q1	$1.01M	Buy	10,752 +1,995	+23%	+$177K	0.62%	39
2023 Q4	$786K	Buy	+8,757	New	+$701K	0.54%	42

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

MN Wealth Advisors's AVUV Position: Q3 2026 in Review

MN Wealth Advisors reduced its Avantis US Small Cap Value ETF (AVUV) stake by 2.5% in Q3 2026, selling an estimated $29.3K and leaving 9,318 shares worth $1.1M. The position accounts for 0.45% of the portfolio, ranked #44.

MN Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.56M in Q4 2024. 904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

MN Wealth Advisors held 9,318 shares of Avantis US Small Cap Value ETF worth $1.1M as of Q3 2026.
MN Wealth Advisors sold 235 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $29.3K.
Avantis US Small Cap Value ETF made up 0.45% of MN Wealth Advisors's portfolio in Q3 2026, its #44 holding.
MN Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
MN Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $2.56M in Q4 2024.
904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.