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

Sculati 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	$3.58M	Sell	29,829 -3,229	-10%	-$403K	1.17%	25
2026 Q2	$4.14M	Buy	33,058 +512	+2%	+$61.1K	1.38%	19
2026 Q1	$3.6M	Sell	32,546 -123	-0.4%	-$13.5K	1.33%	23
2025 Q4	$3.33M	Sell	32,669 -239	-0.7%	-$23.9K	1.17%	23
2025 Q3	$3.28M	Buy	32,908 +6,652	+25%	+$643K	1.15%	25
2025 Q2	$2.39M	Buy	26,256 +23,055	+720%	+$1.99M	0.9%	38
2025 Q1	$279K	Buy	+3,201	New	+$301K	0.11%	96

Other funds holding AVUV

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Sculati Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 9.8% in Q3 2026, selling an estimated $403K and leaving 29,829 shares worth $3.58M. The position accounts for 1.17% of the portfolio, ranked #25.

Sculati Wealth Management first reported a position in AVUV in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.14M in Q2 2026. 1,005 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Sculati Wealth Management held 29,829 shares of Avantis US Small Cap Value ETF worth $3.58M as of Q3 2026.
Sculati Wealth Management sold 3,229 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $403K.
Avantis US Small Cap Value ETF made up 1.17% of Sculati Wealth Management's portfolio in Q3 2026, its #25 holding.
Sculati Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
Sculati Wealth Management's Avantis US Small Cap Value ETF position peaked at $4.14M in Q2 2026.
1,005 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.