Quantum Financial Partners
AVUV icon

Quantum Financial Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Quantum Financial Partners’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 		$457K Buy
3,884
+440
+13% +$54.9K 0.24% 88
2026
Q2 		$430K Buy
+3,444
New +$411K 0.22% 86

Other funds holding AVUV

Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Quantum Financial Partners's AVUV Position: Q3 2026 in Review

Quantum Financial Partners increased its Avantis US Small Cap Value ETF (AVUV) stake by 13% in Q3 2026, buying an estimated $54.9K and bringing the position to 3,884 shares worth $457K. The position accounts for 0.24% of the portfolio, ranked #88.

Quantum Financial Partners first reported a position in AVUV in Q2 2026 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Quantum Financial Partners held 3,884 shares of Avantis US Small Cap Value ETF worth $457K as of Q3 2026.
  • Quantum Financial Partners bought 440 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $54.9K.
  • Avantis US Small Cap Value ETF made up 0.24% of Quantum Financial Partners's portfolio in Q3 2026, its #88 holding.
  • Quantum Financial Partners first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.