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

Opal 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	$919K	Buy	7,801 +226	+3%	+$28.2K	0.19%	59
2026 Q2	$945K	Sell	7,575 -869	-10%	-$104K	0.2%	54
2026 Q1	$933K	Sell	8,444 -2,420	-22%	-$266K	0.21%	49
2025 Q4	$1.11M	Sell	10,864 -314	-3%	-$31.4K	0.29%	42
2025 Q3	$1.11M	Sell	11,178 -592	-5%	-$57.3K	0.31%	38
2025 Q2	$1.07M	Buy	11,770 +8,298	+239%	+$715K	0.3%	38
2025 Q1	$303K	Sell	3,472 -93,437	-96%	-$8.78M	0.09%	120
2024 Q4	$9.35M	Buy	96,909 +1,203	+1%	+$120K	2.81%	7
2024 Q3	$9.18M	Sell	95,706 -1,858	-2%	-$174K	2.88%	7
2024 Q2	$8.75M	Sell	97,564 -2,266	-2%	-$205K	2.81%	7
2024 Q1	$9.36M	Sell	99,830 -1,132	-1%	-$100K	3.17%	6
2023 Q4	$9.07M	Buy	+100,962	New	+$8.08M	3.57%	7

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

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

Opal Wealth Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 3% in Q3 2026, buying an estimated $28.2K and bringing the position to 7,801 shares worth $919K. The position accounts for 0.19% of the portfolio, ranked #59.

Opal Wealth Advisors first reported a position in AVUV in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.36M in Q1 2024. 423 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Opal Wealth Advisors held 7,801 shares of Avantis US Small Cap Value ETF worth $919K as of Q3 2026.
Opal Wealth Advisors bought 226 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $28.2K.
Avantis US Small Cap Value ETF made up 0.19% of Opal Wealth Advisors's portfolio in Q3 2026, its #59 holding.
Opal Wealth Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Opal Wealth Advisors's Avantis US Small Cap Value ETF position peaked at $9.36M in Q1 2024.
423 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.