Spectrum Wealth Advisory Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Spectrum Wealth Advisory Group’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	–	Sell	-1,108	Closed	-$138K	–	111
2026 Q2	$138K	Buy	+1,108	New	+$132K	0.04%	87
2025 Q3	–	Sell	-2,491	Closed	-$227K	–	66
2025 Q2	$227K	Sell	2,491 -1,243	-33%	-$107K	0.11%	57
2025 Q1	$326K	Sell	3,734 -39,916	-91%	-$3.75M	0.16%	44
2024 Q4	$4.21M	Sell	43,650 -973	-2%	-$96.7K	1.99%	13
2024 Q3	$4.28M	Buy	+44,623	New	+$4.17M	2.4%	12

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 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

Spectrum Wealth Advisory Group's AVUV Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2026, closing a stake of 1,108 shares — an estimated $138K sold.

Spectrum Wealth Advisory Group first reported a position in AVUV in Q3 2024 and held it in 5 quarters. The position peaked at $4.28M in Q3 2024. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Spectrum Wealth Advisory Group reported no remaining Avantis US Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 1,108 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $138K.
Spectrum Wealth Advisory Group first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and held it in 5 quarters.
Spectrum Wealth Advisory Group's Avantis US Small Cap Value ETF position peaked at $4.28M in Q3 2024.
1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.