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

Atria Wealth Solutions’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 Q2	$427K	Sell	6,264 -810	-11%	-$52.2K	0.01%	988
2025 Q1	$461K	Sell	7,074 -526	-7%	-$35.7K	0.01%	1242
2024 Q4	$507K	Buy	7,600 +1,878	+33%	+$128K	0.01%	1275
2024 Q3	$377K	Buy	5,722 +1,897	+50%	+$121K	﹤0.01%	1383
2024 Q2	$240K	Buy	3,825 +186	+5%	+$11.7K	﹤0.01%	1644
2024 Q1	$234K	Sell	3,639 -105	-3%	-$6.29K	﹤0.01%	1719
2023 Q4	$216K	Buy	+3,744	New	+$201K	﹤0.01%	1728

Other funds holding AVLV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

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

FWP

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

Atria Wealth Solutions's AVLV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Avantis US Large Cap Value ETF (AVLV) stake by 11% in Q2 2025, selling an estimated $52.2K and leaving 6,264 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #988.

Atria Wealth Solutions first reported a position in AVLV in Q4 2023 and has held it in 7 quarters since. The position peaked at $507K in Q4 2024. 374 funds tracked by Wall St. Rank hold AVLV as of Q2 2025.

Atria Wealth Solutions held 6,264 shares of Avantis US Large Cap Value ETF worth $427K as of Q2 2025.
Atria Wealth Solutions sold 810 Avantis US Large Cap Value ETF shares in Q2 2025, an estimated $52.2K.
Avantis US Large Cap Value ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #988 holding.
Atria Wealth Solutions first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's Avantis US Large Cap Value ETF position peaked at $507K in Q4 2024.
374 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.