Atwood & Palmer’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Atwood & Palmer’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	$322K	Buy	3,530 +5	+0.1%	+$439	0.02%	142
2026 Q1	$284K	Buy	3,525 +5	+0.1%	+$406	0.02%	143
2025 Q4	$267K	Buy	3,520 +6	+0.2%	+$441	0.02%	138
2025 Q3	$254K	Buy	3,514 +1,597	+83%	+$113K	0.01%	144
2025 Q2	$131K	Hold	1,917	–	–	0.01%	170
2025 Q1	$125K	Hold	1,917	–	–	0.01%	171
2024 Q4	$128K	Hold	1,917	–	–	0.01%	166
2024 Q3	$126K	Hold	1,917	–	–	0.01%	169
2024 Q2	$120K	Buy	+1,917	New	+$120K	0.01%	169

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 22.96% 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

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

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

Atwood & Palmer increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.14% in Q2 2026, buying an estimated $439 and bringing the position to 3,530 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #142.

Atwood & Palmer first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Atwood & Palmer held 3,530 shares of Avantis US Large Cap Value ETF worth $322K as of Q2 2026.
Atwood & Palmer bought 5 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $439.
Avantis US Large Cap Value ETF made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #142 holding.
Atwood & Palmer first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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