Altiora Financial Group’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Altiora Financial Group’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 Q3	$541K	Hold	6,800	–	–	0.09%	70
2026 Q2	$526K	Hold	6,800	–	–	0.08%	73
2026 Q1	$509K	Hold	6,800	–	–	0.08%	74
2025 Q4	$484K	Hold	6,800	–	–	0.08%	69
2025 Q3	$459K	Hold	6,800	–	–	0.08%	66
2025 Q2	$423K	Hold	6,800	–	–	0.08%	70
2025 Q1	$385K	Sell	6,800 -3,255	-32%	-$180K	0.08%	73
2024 Q4	$522K	Sell	10,055 -13,345	-57%	-$718K	0.11%	66
2024 Q3	$1.31M	Sell	23,400 -16,936	-42%	-$912K	0.29%	41
2024 Q2	$2.12M	Sell	40,336 -1,849	-4%	-$100K	0.51%	30
2024 Q1	$2.28M	Sell	42,185 -106	-0.3%	-$5.46K	0.62%	24
2023 Q4	$2.18M	Buy	42,291 +3,572	+9%	+$174K	0.63%	24
2023 Q3	$1.86M	Buy	38,719 +2,300	+6%	+$113K	0.87%	19
2023 Q2	$1.77M	Sell	36,419 -1,123	-3%	-$54.6K	0.78%	21
2023 Q1	$1.81M	Sell	37,542 -4,892	-12%	-$234K	0.83%	19
2022 Q4	$1.91M	Buy	+42,434	New	+$1.83M	0.96%	19

Other funds holding AVIV

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Altiora Financial Group's AVIV Position: Q3 2026 in Review

Altiora Financial Group held its Avantis International Large Cap Value ETF (AVIV) position steady in Q3 2026 at 6,800 shares worth $541K. The position accounts for 0.09% of the portfolio, ranked #70.

Altiora Financial Group first reported a position in AVIV in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.28M in Q1 2024. 193 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Altiora Financial Group held 6,800 shares of Avantis International Large Cap Value ETF worth $541K as of Q3 2026.
Altiora Financial Group left its Avantis International Large Cap Value ETF share count unchanged in Q3 2026.
Avantis International Large Cap Value ETF made up 0.09% of Altiora Financial Group's portfolio in Q3 2026, its #70 holding.
Altiora Financial Group first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
Altiora Financial Group's Avantis International Large Cap Value ETF position peaked at $2.28M in Q1 2024.
193 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.