Towneley Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Towneley Capital 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	$10.6M	Buy	89,711 +156	+0.2%	+$19.5K	2.09%	11
2026 Q2	$11.2M	Sell	89,555 -5,635	-6%	-$672K	2.19%	11
2026 Q1	$10.5M	Buy	95,190 +354	+0.4%	+$39K	2.2%	12
2025 Q4	$9.67M	Buy	94,836 +1,042	+1%	+$104K	2.04%	12
2025 Q3	$9.34M	Sell	93,794 -1,390	-1%	-$134K	2.03%	11
2025 Q2	$8.67M	Sell	95,184 -85,183	-47%	-$7.34M	1.99%	11
2025 Q1	$15.7M	Buy	180,367 +9,078	+5%	+$853K	3.68%	11
2024 Q4	$16.5M	Buy	171,289 +16,420	+11%	+$1.63M	3.93%	10
2024 Q3	$14.9M	Buy	154,869 +7,386	+5%	+$690K	3.37%	11
2024 Q2	$13.2M	Buy	147,483 +144,897	+5,603%	+$13.1M	3.1%	11
2024 Q1	$242K	Buy	+2,586	New	+$229K	0.06%	43

Other funds holding AVUV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Towneley Capital Management's AVUV Position: Q3 2026 in Review

Towneley Capital Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 0.17% in Q3 2026, buying an estimated $19.5K and bringing the position to 89,711 shares worth $10.6M. The position accounts for 2.09% of the portfolio, ranked #11.

Towneley Capital Management first reported a position in AVUV in Q1 2024 and has held it in 11 quarters since. The position peaked at $16.5M in Q4 2024. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Towneley Capital Management held 89,711 shares of Avantis US Small Cap Value ETF worth $10.6M as of Q3 2026.
Towneley Capital Management bought 156 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $19.5K.
Avantis US Small Cap Value ETF made up 2.09% of Towneley Capital Management's portfolio in Q3 2026, its #11 holding.
Towneley Capital Management first reported a position in Avantis US Small Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
Towneley Capital Management's Avantis US Small Cap Value ETF position peaked at $16.5M in Q4 2024.
69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.