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

Premier Path Wealth 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	$6.26M	Buy	53,166 +15,125	+40%	+$1.89M	0.73%	29
2026 Q2	$4.75M	Buy	38,041 +8,041	+27%	+$959K	0.55%	41
2026 Q1	$3.31M	Sell	30,000 -5,109	-15%	-$563K	0.43%	49
2025 Q4	$3.58M	Sell	35,109 -2,466	-7%	-$247K	0.46%	45
2025 Q3	$3.74M	Buy	37,575 +1,964	+6%	+$190K	0.48%	42
2025 Q2	$3.24M	Buy	35,611 +852	+2%	+$73.4K	0.45%	48
2025 Q1	$3.03M	Buy	34,759 +114	+0.3%	+$10.7K	0.47%	47
2024 Q4	$3.34M	Buy	34,645 +805	+2%	+$80K	0.51%	43
2024 Q3	$3.25M	Buy	33,840 +1,777	+6%	+$166K	0.51%	42
2024 Q2	$2.88M	Buy	32,063 +12,631	+65%	+$1.14M	0.49%	44
2024 Q1	$2.01M	Buy	+19,432	New	+$1.72M	0.38%	70

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

Premier Path Wealth Partners's AVUV Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 40% in Q3 2026, buying an estimated $1.89M and bringing the position to 53,166 shares worth $6.26M. The position accounts for 0.73% of the portfolio, ranked #29.

Premier Path Wealth Partners first reported a position in AVUV in Q1 2024 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Premier Path Wealth Partners held 53,166 shares of Avantis US Small Cap Value ETF worth $6.26M as of Q3 2026.
Premier Path Wealth Partners bought 15,125 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $1.89M.
Avantis US Small Cap Value ETF made up 0.73% of Premier Path Wealth Partners's portfolio in Q3 2026, its #29 holding.
Premier Path Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
421 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.