Winnow Wealth’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Winnow Wealth’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	$827K	Buy	+7,021	New	+$876K	0.55%	62

Other funds holding AVUV

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

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Winnow Wealth's AVUV Position: Q3 2026 in Review

Winnow Wealth opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 7,021 shares worth $827K. The stake represents 0.55% of the portfolio and ranks #62 among its holdings.

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

Winnow Wealth held 7,021 shares of Avantis US Small Cap Value ETF worth $827K as of Q3 2026.
Avantis US Small Cap Value ETF was a new Winnow Wealth position in Q3 2026.
Avantis US Small Cap Value ETF made up 0.55% of Winnow Wealth's portfolio in Q3 2026, its #62 holding.
385 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.