Avantax Planning Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Avantax Planning Partners’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	–	Sell	-5,191	Closed	-$418K	–	458
2026 Q1	$418K	Sell	5,191 -458	-8%	-$37.1K	0.01%	300
2025 Q4	$428K	Sell	5,649 -33	-0.6%	-$2.43K	0.01%	301
2025 Q3	$411K	Buy	5,682 +33	+0.6%	+$2.33K	0.01%	299
2025 Q2	$385K	Buy	+5,649	New	+$364K	0.01%	307

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

Avantax Planning Partners's AVLV Position: Q2 2026 in Review

Avantax Planning Partners sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 5,191 shares — an estimated $418K sold.

Avantax Planning Partners first reported a position in AVLV in Q2 2025 and held it in 4 quarters. The position peaked at $428K in Q4 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Avantax Planning Partners reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Avantax Planning Partners sold 5,191 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $418K.
Avantax Planning Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and held it in 4 quarters.
Avantax Planning Partners's Avantis US Large Cap Value ETF position peaked at $428K in Q4 2025.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.