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 Q3	$1.79M	Sell	15,179 -1,302	-8%	-$162K	1.69%	19
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	1.45%	21
2025 Q1	$2.22M	Sell	25,156 -153	-0.6%	-$14.4K	2.08%	16
2024 Q4	$2.44M	Buy	+25,309	New	+$2.51M	4.26%	7

Other funds holding AVUV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

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

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

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

Puff Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 7.9% in Q3 2026, selling an estimated $162K and leaving 15,179 shares worth $1.79M. The position accounts for 1.69% of the portfolio, ranked #19.

Puff Wealth Management first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q4 2024. 135 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Puff Wealth Management held 15,179 shares of Avantis US Small Cap Value ETF worth $1.79M as of Q3 2026.
Puff Wealth Management sold 1,302 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $162K.
Avantis US Small Cap Value ETF made up 1.69% of Puff Wealth Management's portfolio in Q3 2026, its #19 holding.
Puff Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's Avantis US Small Cap Value ETF position peaked at $2.44M in Q4 2024.
135 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.