Sierra Ocean’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Sierra Ocean’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	$4.52M	Buy	+38,342	New	+$4.78M	2.79%	11

Other funds holding AVUV

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

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 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

RW Investment Management Eagle, Idaho $1.13B AUM

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

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

Sierra Ocean's AVUV Position: Q3 2026 in Review

Sierra Ocean opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 38,342 shares worth $4.52M. The stake represents 2.79% of the portfolio and ranks #11 among its holdings.

677 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Sierra Ocean held 38,342 shares of Avantis US Small Cap Value ETF worth $4.52M as of Q3 2026.
Avantis US Small Cap Value ETF was a new Sierra Ocean position in Q3 2026.
Avantis US Small Cap Value ETF made up 2.79% of Sierra Ocean's portfolio in Q3 2026, its #11 holding.
677 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Sierra Ocean's 13F filing for Q3 2026, filed 3 Nov 2026.