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

Annex Advisory Services’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	$64.5M	Buy	+712,657	New	+$66.1M	1.06%	26

Other funds holding AVLV

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 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

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 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

Annex Advisory Services's AVLV Position: Q3 2026 in Review

Annex Advisory Services opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 712,657 shares worth $64.5M. The stake represents 1.06% of the portfolio and ranks #26 among its holdings.

201 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Annex Advisory Services held 712,657 shares of Avantis US Large Cap Value ETF worth $64.5M as of Q3 2026.
Avantis US Large Cap Value ETF was a new Annex Advisory Services position in Q3 2026.
Avantis US Large Cap Value ETF made up 1.06% of Annex Advisory Services's portfolio in Q3 2026, its #26 holding.
201 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.