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

Todd 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 		– Sell
-1,645
Closed -$205K – 109
2026
Q2 		$205K Buy
+1,645
New +$196K 0.16% 102

Other funds holding AVUV

Creative Planning
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Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

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

Todd Wealth Management sold out of Avantis US Small Cap Value ETF (AVUV) in Q3 2026, closing a stake of 1,645 shares — an estimated $205K sold.

Todd Wealth Management first reported a position in AVUV in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 764 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Todd Wealth Management reported no remaining Avantis US Small Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Todd Wealth Management sold 1,645 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $205K.
  • Todd Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q2 2026 and held it in 1 quarter.
  • Todd Wealth Management's Avantis US Small Cap Value ETF position peaked at $205K in Q2 2026.
  • 764 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

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