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 Q3	$266K	Hold	3,340	–	–	0.15%	105
2026 Q2	$259K	Hold	3,340	–	–	0.16%	104
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

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Atala Financial's AVIV Position: Q3 2026 in Review

Atala Financial held its Avantis International Large Cap Value ETF (AVIV) position steady in Q3 2026 at 3,340 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #105.

Atala Financial first reported a position in AVIV in Q4 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Atala Financial held 3,340 shares of Avantis International Large Cap Value ETF worth $266K as of Q3 2026.
Atala Financial left its Avantis International Large Cap Value ETF share count unchanged in Q3 2026.
Avantis International Large Cap Value ETF made up 0.15% of Atala Financial's portfolio in Q3 2026, its #105 holding.
Atala Financial first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
48 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.