Cambridge Investment Research Advisors

Cambridge Investment Research Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Cambridge Investment Research Advisors’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 Q1	$481K	Sell	6,423 -180	-3%	-$13.6K	﹤0.01%	2840
2025 Q4	$470K	Buy	6,603 +2,169	+49%	+$150K	﹤0.01%	2777
2025 Q3	$299K	Buy	4,434 +9	+0.2%	+$583	﹤0.01%	3113
2025 Q2	$275K	Buy	4,425 +700	+19%	+$41.5K	﹤0.01%	3054
2025 Q1	$211K	Buy	+3,725	New	+$206K	﹤0.01%	3164
2024 Q4	–	Sell	-4,242	Closed	-$238K	–	3473
2024 Q3	$238K	Sell	4,242 -310	-7%	-$16.7K	﹤0.01%	3001
2024 Q2	$239K	Buy	4,552 +8	+0.2%	+$431	﹤0.01%	2887
2024 Q1	$246K	Sell	4,544 -900	-17%	-$46.4K	﹤0.01%	2855
2023 Q4	$280K	Buy	5,444 +6	+0.1%	+$292	﹤0.01%	2646
2023 Q3	$262K	Sell	5,438 -152,754	-97%	-$7.49M	﹤0.01%	2597
2023 Q2	$7.69M	Buy	158,192 +37,563	+31%	+$1.83M	0.04%	474
2023 Q1	$5.81M	Buy	120,629 +17,675	+17%	+$847K	0.03%	563
2022 Q4	$4.64M	Buy	+102,954	New	+$4.43M	0.02%	635

Other funds holding AVIV

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return