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Callan Capital’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Callan Capital’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
2025
Q1 		$1.53M Sell
26,949
-465
-2% -$25.7K 0.11% 88
2024
Q4 		$1.42M Sell
27,414
-7,022
-20% -$378K 0.1% 85
2024
Q3 		$1.93M Buy
34,436
+148
+0.4% +$7.97K 0.14% 78
2024
Q2 		$1.8M Sell
34,288
-2,674
-7% -$144K 0.15% 75
2024
Q1 		$2M Sell
36,962
-4,102
-10% -$211K 0.18% 62
2023
Q4 		$2.11M Buy
41,064
+36,406
+782% +$1.77M 0.2% 60
2023
Q3 		$224K Buy
+4,658
New +$228K 0.02% 182

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Callan Capital's AVIV Position: Q1 2025 in Review

Callan Capital reduced its Avantis International Large Cap Value ETF (AVIV) stake by 1.7% in Q1 2025, selling an estimated $25.7K and leaving 26,949 shares worth $1.53M. The position accounts for 0.11% of the portfolio, ranked #88.

Callan Capital first reported a position in AVIV in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.11M in Q4 2023. 121 funds tracked by Wall St. Rank hold AVIV as of Q1 2025.

  • Callan Capital held 26,949 shares of Avantis International Large Cap Value ETF worth $1.53M as of Q1 2025.
  • Callan Capital sold 465 Avantis International Large Cap Value ETF shares in Q1 2025, an estimated $25.7K.
  • Avantis International Large Cap Value ETF made up 0.11% of Callan Capital's portfolio in Q1 2025, its #88 holding.
  • Callan Capital first reported a position in Avantis International Large Cap Value ETF in Q3 2023 and has held it in 7 quarters since.
  • Callan Capital's Avantis International Large Cap Value ETF position peaked at $2.11M in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.