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Action Point Financial Planning’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Action Point Financial Planning’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$535K Buy
+6,904
New +$540K 0.05% 251

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Action Point Financial Planning's AVIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avantis International Large Cap Value ETF (AVIV) in Q2 2026: 6,904 shares worth $535K. The stake represents 0.05% of the portfolio and ranks #251 among its holdings.

192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Action Point Financial Planning held 6,904 shares of Avantis International Large Cap Value ETF worth $535K as of Q2 2026.
  • Avantis International Large Cap Value ETF was a new Action Point Financial Planning position in Q2 2026.
  • Avantis International Large Cap Value ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #251 holding.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.