ABLE Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

ABLE Financial Group’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.06M	Buy	66,986 +6,110	+10%	+$567K	0.95%	28
2026 Q2	$5.55M	Buy	60,876 +4,656	+8%	+$409K	0.93%	29
2026 Q1	$4.53M	Buy	56,220 +6,624	+13%	+$537K	0.89%	35
2025 Q4	$3.76M	Buy	49,596 +6,223	+14%	+$458K	0.76%	30
2025 Q3	$3.13M	Buy	43,373 +9,707	+29%	+$686K	0.68%	34
2025 Q2	$2.3M	Buy	33,666 +1,396	+4%	+$89.9K	0.55%	43
2025 Q1	$2.1M	Buy	32,270 +7,803	+32%	+$529K	0.59%	37
2024 Q4	$1.63M	Buy	+24,467	New	+$1.66M	0.48%	47

Other funds holding AVLV

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

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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

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

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

ABLE Financial Group's AVLV Position: Q3 2026 in Review

ABLE Financial Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 10% in Q3 2026, buying an estimated $567K and bringing the position to 66,986 shares worth $6.06M. The position accounts for 0.95% of the portfolio, ranked #28.

ABLE Financial Group first reported a position in AVLV in Q4 2024 and has held it in 8 quarters since. 160 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

ABLE Financial Group held 66,986 shares of Avantis US Large Cap Value ETF worth $6.06M as of Q3 2026.
ABLE Financial Group bought 6,110 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $567K.
Avantis US Large Cap Value ETF made up 0.95% of ABLE Financial Group's portfolio in Q3 2026, its #28 holding.
ABLE Financial Group first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
160 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.