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

Atala Financial’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
Q1 		$253K Hold
3,340
– – 0.17% 103
2025
Q4 		$238K Hold
3,340
– – 0.15% 110
2025
Q3 		$225K Hold
3,340
– – 0.14% 116
2025
Q2 		$208K Hold
3,340
– – 0.14% 122
2025
Q1 		$189K Hold
3,340
– – 0.14% 119
2024
Q4 		$173K Buy
+3,340
New +$180K 0.12% 125

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Atala Financial's AVIV Position: Q1 2026 in Review

Atala Financial held its Avantis International Large Cap Value ETF (AVIV) position steady in Q1 2026 at 3,340 shares worth $253K. The position accounts for 0.17% of the portfolio, ranked #103.

Atala Financial first reported a position in AVIV in Q4 2024 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Atala Financial held 3,340 shares of Avantis International Large Cap Value ETF worth $253K as of Q1 2026.
  • Atala Financial left its Avantis International Large Cap Value ETF share count unchanged in Q1 2026.
  • Avantis International Large Cap Value ETF made up 0.17% of Atala Financial's portfolio in Q1 2026, its #103 holding.
  • Atala Financial first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.