Proactive Wealth Strategies’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Proactive Wealth Strategies’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	$7.48M	Buy	63,494 +5,840	+10%	+$728K	1.15%	29
2026 Q2	$7.19M	Buy	57,654 +9,362	+19%	+$1.12M	1.15%	25
2026 Q1	$5.33M	Buy	48,292 +26,105	+118%	+$2.87M	1%	33
2025 Q4	$2.26M	Buy	22,187 +630	+3%	+$63K	0.9%	37
2025 Q3	$2.15M	Buy	21,557 +491	+2%	+$47.5K	0.92%	40
2025 Q2	$1.92M	Buy	21,066 +1,766	+9%	+$152K	0.91%	40
2025 Q1	$1.68M	Buy	19,300 +4,593	+31%	+$432K	0.9%	39
2024 Q4	$1.42M	Buy	14,707 +1,277	+10%	+$127K	0.74%	45
2024 Q3	$1.29M	Buy	+13,430	New	+$1.26M	0.72%	47

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

Proactive Wealth Strategies's AVUV Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Avantis US Small Cap Value ETF (AVUV) stake by 10% in Q3 2026, buying an estimated $728K and bringing the position to 63,494 shares worth $7.48M. The position accounts for 1.15% of the portfolio, ranked #29.

Proactive Wealth Strategies first reported a position in AVUV in Q3 2024 and has held it in 9 quarters since. 904 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Proactive Wealth Strategies held 63,494 shares of Avantis US Small Cap Value ETF worth $7.48M as of Q3 2026.
Proactive Wealth Strategies bought 5,840 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $728K.
Avantis US Small Cap Value ETF made up 1.15% of Proactive Wealth Strategies's portfolio in Q3 2026, its #29 holding.
Proactive Wealth Strategies first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
904 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.