Atwood & Palmer’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Atwood & Palmer’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 Q2	$39.3M	Buy	508,168 +9,052	+2%	+$708K	2.1%	16
2026 Q1	$37.3M	Buy	499,116 +10,931	+2%	+$828K	2.11%	17
2025 Q4	$34.8M	Buy	488,185 +15,122	+3%	+$1.04M	1.98%	18
2025 Q3	$31.9M	Buy	473,063 +4,165	+0.9%	+$270K	1.87%	23
2025 Q2	$29.2M	Buy	468,898 +12,704	+3%	+$753K	1.82%	22
2025 Q1	$25.9M	Buy	456,194 +11,347	+3%	+$627K	1.79%	23
2024 Q4	$23.1M	Buy	444,847 +23,350	+6%	+$1.26M	1.58%	27
2024 Q3	$23.7M	Buy	421,497 +19,574	+5%	+$1.05M	1.61%	26
2024 Q2	$21.1M	Buy	401,923 +5,050	+1%	+$272K	1.6%	25
2024 Q1	$21.5M	Buy	396,873 +35,720	+10%	+$1.84M	1.63%	28
2023 Q4	$18.6M	Buy	361,153 +9,195	+3%	+$447K	1.5%	28
2023 Q3	$16.9M	Buy	351,958 +6,470	+2%	+$317K	1.49%	29
2023 Q2	$16.8M	Buy	345,488 +29,573	+9%	+$1.44M	1.5%	27
2023 Q1	$15.2M	Buy	315,915 +8,925	+3%	+$428K	1.43%	27
2022 Q4	$13.8M	Buy	+306,990	New	+$13.2M	1.25%	31

Other funds holding AVIV

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KCA

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Frankly Finances Winter Park, Florida $127M AUM

Atwood & Palmer's AVIV Position: Q2 2026 in Review

Atwood & Palmer increased its Avantis International Large Cap Value ETF (AVIV) stake by 1.8% in Q2 2026, buying an estimated $708K and bringing the position to 508,168 shares worth $39.3M. The position accounts for 2.1% of the portfolio, ranked #16.

Atwood & Palmer first reported a position in AVIV in Q4 2022 and has held it in 15 quarters since. 31 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Atwood & Palmer held 508,168 shares of Avantis International Large Cap Value ETF worth $39.3M as of Q2 2026.
Atwood & Palmer bought 9,052 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $708K.
Avantis International Large Cap Value ETF made up 2.1% of Atwood & Palmer's portfolio in Q2 2026, its #16 holding.
Atwood & Palmer first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
31 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.