Burk Holdings’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Burk Holdings’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 Q3	$907K	Buy	11,396 +227	+2%	+$18.4K	0.31%	40
2026 Q2	$865K	Buy	11,169 +85	+0.8%	+$6.65K	0.32%	39
2026 Q1	$829K	Buy	11,084 +3,154	+40%	+$239K	0.36%	42
2025 Q4	$565K	Sell	7,930 -1,034	-12%	-$71.4K	0.27%	50
2025 Q3	$605K	Hold	8,964	–	–	0.32%	44
2025 Q2	$558K	Buy	+8,964	New	+$531K	0.35%	38

Other funds holding AVIV

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Burk Holdings's AVIV Position: Q3 2026 in Review

Burk Holdings increased its Avantis International Large Cap Value ETF (AVIV) stake by 2% in Q3 2026, buying an estimated $18.4K and bringing the position to 11,396 shares worth $907K. The position accounts for 0.31% of the portfolio, ranked #40.

Burk Holdings first reported a position in AVIV in Q2 2025 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Burk Holdings held 11,396 shares of Avantis International Large Cap Value ETF worth $907K as of Q3 2026.
Burk Holdings bought 227 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $18.4K.
Avantis International Large Cap Value ETF made up 0.31% of Burk Holdings's portfolio in Q3 2026, its #40 holding.
Burk Holdings first reported a position in Avantis International Large Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
129 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.