Advisory Services Network’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Advisory Services Network’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 Q2	$2.88M	Buy	31,595 +9,618	+44%	+$845K	0.03%	554
2026 Q1	$1.77M	Sell	21,977 -1,386	-6%	-$112K	0.02%	699
2025 Q4	$1.77M	Sell	23,363 -1,795	-7%	-$132K	0.03%	652
2025 Q3	$1.82M	Buy	25,158 +517	+2%	+$36.5K	0.03%	622
2025 Q2	$1.71M	Buy	24,641 +1,258	+5%	+$81K	0.03%	616
2025 Q1	$1.52M	Buy	23,383 +10,554	+82%	+$716K	0.03%	599
2024 Q4	$857K	Buy	+12,829	New	+$873K	0.02%	809
2023 Q2	–	Sell	-55,630	Closed	-$2.84M	–	1598
2023 Q1	$2.84M	Buy	55,630 +5,134	+10%	+$267K	0.08%	291
2022 Q4	$2.53M	Buy	50,496 +15,145	+43%	+$759K	0.08%	299
2022 Q3	$1.57M	Buy	35,351 +5,696	+19%	+$276K	0.06%	400
2022 Q2	$1.37M	Buy	+29,655	New	+$1.51M	0.05%	470

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Advisory Services Network's AVLV Position: Q2 2026 in Review

Advisory Services Network increased its Avantis US Large Cap Value ETF (AVLV) stake by 44% in Q2 2026, buying an estimated $845K and bringing the position to 31,595 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #554.

Advisory Services Network first reported a position in AVLV in Q2 2022 and has held it in 11 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Advisory Services Network held 31,595 shares of Avantis US Large Cap Value ETF worth $2.88M as of Q2 2026.
Advisory Services Network bought 9,618 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $845K.
Avantis US Large Cap Value ETF made up 0.03% of Advisory Services Network's portfolio in Q2 2026, its #554 holding.
Advisory Services Network first reported a position in Avantis US Large Cap Value ETF in Q2 2022 and has held it in 11 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.