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

Puff 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 Q2	$2.06M	Buy	+16,481	New	+$1.97M	2.1%	17
2025 Q4	$1.78M	Sell	17,299 -2,130	-11%	-$213K	2.31%	16
2025 Q3	$1.93M	Sell	19,429 -2,418	-11%	-$234K	2.94%	11
2025 Q2	$1.99M	Sell	21,847 -3,309	-13%	-$285K	3.24%	21
2025 Q1	$2.22M	Sell	25,156 -153	-0.6%	-$14.4K	3.92%	16
2024 Q4	$2.44M	Buy	+25,309	New	+$2.51M	4.26%	7

Other funds holding AVUV

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return