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

BostonPremier Wealth’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 Q3	$19.1M	Buy	210,718 +7,592	+4%	+$705K	7.78%	4
2026 Q2	$18.5M	Buy	203,126 +7,278	+4%	+$639K	7.87%	4
2026 Q1	$15.8M	Buy	195,848 +6,967	+4%	+$565K	8.16%	4
2025 Q4	$14.3M	Buy	188,881 +30,741	+19%	+$2.26M	7.33%	4
2025 Q3	$11.4M	Buy	158,140 +5,794	+4%	+$409K	5.68%	5
2025 Q2	$10.4M	Buy	152,346 +3,355	+2%	+$216K	5.76%	5
2025 Q1	$9.7M	Buy	148,991 +3,731	+3%	+$253K	6.03%	5
2024 Q4	$9.7M	Buy	+145,260	New	+$9.9M	5.88%	5

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BostonPremier Wealth's AVLV Position: Q3 2026 in Review

BostonPremier Wealth increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.7% in Q3 2026, buying an estimated $705K and bringing the position to 210,718 shares worth $19.1M. The position accounts for 7.78% of the portfolio, ranked #4.

BostonPremier Wealth first reported a position in AVLV in Q4 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

BostonPremier Wealth held 210,718 shares of Avantis US Large Cap Value ETF worth $19.1M as of Q3 2026.
BostonPremier Wealth bought 7,592 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $705K.
Avantis US Large Cap Value ETF made up 7.78% of BostonPremier Wealth's portfolio in Q3 2026, its #4 holding.
BostonPremier Wealth first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
217 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.