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Copper Harbor Investment Advisors, LLC’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Copper Harbor Investment Advisors, LLC’s Portfolio AVGV Stock Details AVGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
+4,490
New +$374K 0.08% 76

Other funds holding AVGV

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MWM
Maimon Wealth Management Ra'anana, Israel $130M AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's AVGV Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q2 2026: 4,490 shares worth $382K. The stake represents 0.08% of the portfolio and ranks #76 among its holdings.

11 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 4,490 shares of Avantis All Equity Markets Value ETF worth $382K as of Q2 2026.
  • Avantis All Equity Markets Value ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Avantis All Equity Markets Value ETF made up 0.08% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #76 holding.
  • 11 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.