Aprio Wealth Management
AVIV icon

Aprio Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Aprio Wealth Management’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 		$230K Buy
2,895
+90
+3% +$7.3K 0.01% 587
2026
Q2 		$217K Buy
2,805
+50
+2% +$3.91K 0.01% 604
2026
Q1 		$206K Buy
+2,755
New +$209K 0.01% 595

Other funds holding AVIV

IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
Linscomb Wealth
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
Warren Street Wealth Advisors
Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aprio Wealth Management's AVIV Position: Q3 2026 in Review

Aprio Wealth Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 3.2% in Q3 2026, buying an estimated $7.3K and bringing the position to 2,895 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #587.

Aprio Wealth Management first reported a position in AVIV in Q1 2026 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • Aprio Wealth Management held 2,895 shares of Avantis International Large Cap Value ETF worth $230K as of Q3 2026.
  • Aprio Wealth Management bought 90 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $7.3K.
  • Avantis International Large Cap Value ETF made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #587 holding.
  • Aprio Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.