Proathlete Wealth Management
AVUV icon

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

Proathlete 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 		$14.4M Buy
122,539
+10,043
+9% +$1.25M 3.16% 7
2026
Q2 		$14M Sell
112,496
-1,464
-1% -$175K 3.47% 7
2026
Q1 		$12.7M Buy
113,960
+2,769
+2% +$305K 3.51% 7
2025
Q4 		$11.4M Buy
111,191
+6,424
+6% +$643K 3.1% 7
2025
Q3 		$10.4M Buy
104,767
+5,745
+6% +$556K 3% 7
2025
Q2 		$9.02M Buy
99,022
+7,437
+8% +$641K 2.87% 8
2025
Q1 		$7.99M Buy
91,585
+8,396
+10% +$789K 2.91% 9
2024
Q4 		$8.03M Buy
83,189
+7,718
+10% +$767K 3.02% 9
2024
Q3 		$7.24M Buy
75,471
+6,249
+9% +$584K 2.98% 9
2024
Q2 		$6.21M Buy
69,222
+66,958
+2,958% +$6.06M 2.94% 8
2024
Q1 		$212K Buy
+2,264
New +$200K 0.11% 55

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

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

Proathlete Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 8.9% in Q3 2026, buying an estimated $1.25M and bringing the position to 122,539 shares worth $14.4M. The position accounts for 3.16% of the portfolio, ranked #7.

Proathlete Wealth Management first reported a position in AVUV in Q1 2024 and has held it in 11 quarters since. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Proathlete Wealth Management held 122,539 shares of Avantis US Small Cap Value ETF worth $14.4M as of Q3 2026.
  • Proathlete Wealth Management bought 10,043 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $1.25M.
  • Avantis US Small Cap Value ETF made up 3.16% of Proathlete Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Proathlete Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.