Atria Investments’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Atria Investments’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	$17.1M	Sell	187,597 -5,932	-3%	-$521K	0.17%	119
2026 Q1	$15.6M	Buy	193,529 +20,082	+12%	+$1.63M	0.17%	113
2025 Q4	$13.1M	Sell	173,447 -413	-0.2%	-$30.4K	0.15%	136
2025 Q3	$12.6M	Buy	173,860 +4,862	+3%	+$343K	0.14%	142
2025 Q2	$11.5M	Sell	168,998 -12,363	-7%	-$796K	0.14%	159
2025 Q1	$11.8M	Sell	181,361 -363	-0.2%	-$24.6K	0.15%	154
2024 Q4	$12.1M	Sell	181,724 -5,473	-3%	-$372K	0.15%	149
2024 Q3	$12.3M	Buy	+187,197	New	+$11.9M	0.15%	146

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Atria Investments's AVLV Position: Q2 2026 in Review

Atria Investments reduced its Avantis US Large Cap Value ETF (AVLV) stake by 3.1% in Q2 2026, selling an estimated $521K and leaving 187,597 shares worth $17.1M. The position accounts for 0.17% of the portfolio, ranked #119.

Atria Investments first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Atria Investments held 187,597 shares of Avantis US Large Cap Value ETF worth $17.1M as of Q2 2026.
Atria Investments sold 5,932 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $521K.
Avantis US Large Cap Value ETF made up 0.17% of Atria Investments's portfolio in Q2 2026, its #119 holding.
Atria Investments first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.