Parkshore Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Parkshore Wealth Management’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	$25.6M	Buy	217,613 +18,378	+9%	+$2.29M	6.51%	5
2026 Q2	$24.9M	Buy	199,235 +6,133	+3%	+$732K	7.14%	3
2026 Q1	$21.3M	Buy	193,102 +10,381	+6%	+$1.14M	7.13%	3
2025 Q4	$18.6M	Buy	182,721 +6,010	+3%	+$601K	7%	3
2025 Q3	$17.6M	Buy	176,711 +100,302	+131%	+$9.7M	7.17%	3
2025 Q2	$6.96M	Buy	76,409 +3,745	+5%	+$323K	3.4%	9
2025 Q1	$6.33M	Buy	72,664 +7,349	+11%	+$690K	3.68%	6
2024 Q4	$6.3M	Buy	+65,315	New	+$6.49M	3.79%	6

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Parkshore Wealth Management's AVUV Position: Q3 2026 in Review

Parkshore Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 9.2% in Q3 2026, buying an estimated $2.29M and bringing the position to 217,613 shares worth $25.6M. The position accounts for 6.51% of the portfolio, ranked #5.

Parkshore Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. 358 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Parkshore Wealth Management held 217,613 shares of Avantis US Small Cap Value ETF worth $25.6M as of Q3 2026.
Parkshore Wealth Management bought 18,378 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $2.29M.
Avantis US Small Cap Value ETF made up 6.51% of Parkshore Wealth Management's portfolio in Q3 2026, its #5 holding.
Parkshore Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
358 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.