Avantax Advisory Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Avantax Advisory Services’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	$1.13M	Sell	16,614 -603	-4%	-$38.8K	0.01%	1092
2025 Q1	$1.12M	Sell	17,217 -2,326	-12%	-$158K	0.01%	1028
2024 Q4	$1.3M	Buy	19,543 +403	+2%	+$27.4K	0.01%	924
2024 Q3	$1.26M	Buy	19,140 +308	+2%	+$19.6K	0.01%	912
2024 Q2	$1.18M	Sell	18,832 -2,797	-13%	-$175K	0.01%	895
2024 Q1	$1.39M	Buy	21,629 +12,027	+125%	+$721K	0.01%	647
2023 Q4	$555K	Buy	+9,602	New	+$516K	0.01%	943

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FWP

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

Avantax Advisory Services's AVLV Position: Q2 2025 in Review

Avantax Advisory Services reduced its Avantis US Large Cap Value ETF (AVLV) stake by 3.5% in Q2 2025, selling an estimated $38.8K and leaving 16,614 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1092.

Avantax Advisory Services first reported a position in AVLV in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2024. 374 funds tracked by Wall St. Rank hold AVLV as of Q2 2025.

Avantax Advisory Services held 16,614 shares of Avantis US Large Cap Value ETF worth $1.13M as of Q2 2025.
Avantax Advisory Services sold 603 Avantis US Large Cap Value ETF shares in Q2 2025, an estimated $38.8K.
Avantis US Large Cap Value ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1092 holding.
Avantax Advisory Services first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Avantax Advisory Services's Avantis US Large Cap Value ETF position peaked at $1.39M in Q1 2024.
374 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.