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Wealth Enhancement Trust Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Wealth Enhancement Trust Services’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 		$1.75M Buy
14,838
+7,190
+94% +$897K 0.19% 108
2026
Q2 		$954K Buy
7,648
+7,053
+1,185% +$841K 0.11% 157
2026
Q1 		$65.7K Buy
+595
New +$65.5K 0.01% 418

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

Wealth Enhancement Trust Services's AVUV Position: Q3 2026 in Review

Wealth Enhancement Trust Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 94% in Q3 2026, buying an estimated $897K and bringing the position to 14,838 shares worth $1.75M. The position accounts for 0.19% of the portfolio, ranked #108.

Wealth Enhancement Trust Services first reported a position in AVUV in Q1 2026 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Wealth Enhancement Trust Services held 14,838 shares of Avantis US Small Cap Value ETF worth $1.75M as of Q3 2026.
  • Wealth Enhancement Trust Services bought 7,190 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $897K.
  • Avantis US Small Cap Value ETF made up 0.19% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #108 holding.
  • Wealth Enhancement Trust Services first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.