Carson Wealth (CWM LLC)
AVLV icon

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

Carson Wealth (CWM LLC)’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
Q1 		$6.38M Buy
79,200
+2,267
+3% +$184K 0.02% 712
2025
Q4 		$5.83M Buy
76,933
+66,977
+673% +$4.93M 0.02% 716
2025
Q3 		$719K Buy
9,956
+8,513
+590% +$601K ﹤0.01% 1589
2025
Q2 		$98K Sell
1,443
-509
-26% -$32.8K ﹤0.01% 2739
2025
Q1 		$127K Sell
1,952
-2,684
-58% -$182K ﹤0.01% 2226
2024
Q4 		$310K Buy
4,636
+2,738
+144% +$186K ﹤0.01% 1572
2024
Q3 		$125K Buy
1,898
+76
+4% +$4.84K ﹤0.01% 2050
2024
Q2 		$115K Sell
1,822
-293
-14% -$18.4K ﹤0.01% 1879
2024
Q1 		$136K Sell
2,115
-17
-0.8% -$1.02K ﹤0.01% 1703
2023
Q4 		$123K Buy
2,132
+181
+9% +$9.73K ﹤0.01% 1629
2023
Q3 		$103K Buy
+1,951
New +$106K ﹤0.01% 1607

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

Carson Wealth (CWM LLC) increased its Avantis US Large Cap Value ETF (AVLV) stake by 2.9% in Q1 2026, buying an estimated $184K and bringing the position to 79,200 shares worth $6.38M. The position accounts for 0.02% of the portfolio, ranked #712.

Carson Wealth (CWM LLC) first reported a position in AVLV in Q3 2023 and has held it in 11 quarters since. 484 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 79,200 shares of Avantis US Large Cap Value ETF worth $6.38M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,267 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $184K.
  • Avantis US Large Cap Value ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #712 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 484 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

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