Camarda Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Camarda Financial Advisors’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	$1.61M	Buy	17,599 +343	+2%	+$30.1K	0.49%	58
2026 Q1	$1.39M	Sell	17,256 -583	-3%	-$47.3K	0.73%	54
2025 Q4	$1.35M	Sell	17,839 -1,083	-6%	-$79.7K	0.51%	59
2025 Q3	$1.37M	Sell	18,922 -512	-3%	-$36.2K	0.5%	62
2025 Q2	$1.33M	Buy	19,434 +821	+4%	+$52.9K	0.52%	58
2025 Q1	$1.21M	Buy	+18,613	New	+$1.26M	0.55%	53

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

Camarda Financial Advisors's AVLV Position: Q2 2026 in Review

Camarda Financial Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 2% in Q2 2026, buying an estimated $30.1K and bringing the position to 17,599 shares worth $1.61M. The position accounts for 0.49% of the portfolio, ranked #58.

Camarda Financial Advisors first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Camarda Financial Advisors held 17,599 shares of Avantis US Large Cap Value ETF worth $1.61M as of Q2 2026.
Camarda Financial Advisors bought 343 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $30.1K.
Avantis US Large Cap Value ETF made up 0.49% of Camarda Financial Advisors's portfolio in Q2 2026, its #58 holding.
Camarda Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.