ARA
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Approach Retirement Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Approach Retirement Advisors’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 		$1.78M Sell
19,482
-290
-1% -$25.5K 1.29% 20
2026
Q1 		$1.59M Sell
19,772
-320
-2% -$26K 1.33% 20
2025
Q4 		$1.52M Buy
+20,092
New +$1.48M 1.31% 18

Other funds holding AVLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Approach Retirement Advisors's AVLV Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 1.5% in Q2 2026, selling an estimated $25.5K and leaving 19,482 shares worth $1.78M. The position accounts for 1.29% of the portfolio, ranked #20.

Approach Retirement Advisors first reported a position in AVLV in Q4 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Approach Retirement Advisors held 19,482 shares of Avantis US Large Cap Value ETF worth $1.78M as of Q2 2026.
  • Approach Retirement Advisors sold 290 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $25.5K.
  • Avantis US Large Cap Value ETF made up 1.29% of Approach Retirement Advisors's portfolio in Q2 2026, its #20 holding.
  • Approach Retirement Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.