Carson Wealth (CWM LLC)
AVIV icon

Carson Wealth (CWM LLC)’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Carson Wealth (CWM LLC)’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 		$10.6M Buy
141,018
+12,331
+10% +$934K 0.03% 533
2025
Q4 		$9.17M Buy
128,687
+53,005
+70% +$3.66M 0.02% 554
2025
Q3 		$5.1M Buy
75,682
+63,948
+545% +$4.14M 0.02% 703
2025
Q2 		$730K Sell
11,734
-215
-2% -$12.7K ﹤0.01% 1415
2025
Q1 		$677K Hold
11,949
– – ﹤0.01% 1337
2024
Q4 		$620K Buy
11,949
+72
+0.6% +$3.88K ﹤0.01% 1298
2024
Q3 		$667K Sell
11,877
-1,978
-14% -$106K ﹤0.01% 1204
2024
Q2 		$727K Sell
13,855
-1,747
-11% -$94.2K ﹤0.01% 1050
2024
Q1 		$844K Sell
15,602
-4,202
-21% -$216K ﹤0.01% 928
2023
Q4 		$1.02M Buy
19,804
+109
+0.6% +$5.3K 0.01% 800
2023
Q3 		$948K Buy
+19,695
New +$965K 0.01% 777

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVIV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis International Large Cap Value ETF (AVIV) stake by 9.6% in Q1 2026, buying an estimated $934K and bringing the position to 141,018 shares worth $10.6M. The position accounts for 0.03% of the portfolio, ranked #533.

Carson Wealth (CWM LLC) first reported a position in AVIV in Q3 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 141,018 shares of Avantis International Large Cap Value ETF worth $10.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,331 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $934K.
  • Avantis International Large Cap Value ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #533 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis International Large Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.