AFG
AVLV icon

Atomi Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Atomi Financial Group’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
2025
Q4 		– Sell
-5,122
Closed -$370K – 1212
2025
Q3 		$370K Buy
+5,122
New +$362K 0.01% 776

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Atomi Financial Group's AVLV Position: Q4 2025 in Review

Atomi Financial Group sold out of Avantis US Large Cap Value ETF (AVLV) in Q4 2025, closing a stake of 5,122 shares — an estimated $370K sold.

Atomi Financial Group first reported a position in AVLV in Q3 2025 and held it in 1 quarter. The position peaked at $370K in Q3 2025. 443 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • Atomi Financial Group reported no remaining Avantis US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 5,122 Avantis US Large Cap Value ETF shares in Q4 2025, an estimated $370K.
  • Atomi Financial Group first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Atomi Financial Group's Avantis US Large Cap Value ETF position peaked at $370K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.