Prospera Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Prospera Capital 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	$870K	Sell	7,390 -430	-5%	-$53.6K	0.21%	30
2026 Q2	$968K	Buy	7,820 +520	+7%	+$62K	0.3%	22
2026 Q1	$806K	Hold	7,300	–	–	0.4%	19
2025 Q4	$744K	Hold	7,300	–	–	0.38%	20
2025 Q3	$727K	Hold	7,300	–	–	0.35%	21
2025 Q2	$665K	Sell	7,300 -2,770	-28%	-$239K	0.37%	24
2025 Q1	$878K	Sell	10,070 -1,000	-9%	-$94K	0.57%	15
2024 Q4	$1.08M	Buy	+11,070	New	+$1.1M	0.79%	11

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Prospera Capital Management's AVUV Position: Q3 2026 in Review

Prospera Capital Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 5.5% in Q3 2026, selling an estimated $53.6K and leaving 7,390 shares worth $870K. The position accounts for 0.21% of the portfolio, ranked #30.

Prospera Capital Management first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2024. 613 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Prospera Capital Management held 7,390 shares of Avantis US Small Cap Value ETF worth $870K as of Q3 2026.
Prospera Capital Management sold 430 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $53.6K.
Avantis US Small Cap Value ETF made up 0.21% of Prospera Capital Management's portfolio in Q3 2026, its #30 holding.
Prospera Capital Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Prospera Capital Management's Avantis US Small Cap Value ETF position peaked at $1.08M in Q4 2024.
613 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Prospera Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.