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Cascade Financial Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Cascade Financial Partners’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
Q2 		$327K Hold
4,229
– – 0.03% 216
2026
Q1 		$316K Buy
+4,229
New +$320K 0.03% 203

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Cascade Financial Partners's AVIV Position: Q2 2026 in Review

Cascade Financial Partners held its Avantis International Large Cap Value ETF (AVIV) position steady in Q2 2026 at 4,229 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #216.

Cascade Financial Partners first reported a position in AVIV in Q1 2026 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Cascade Financial Partners held 4,229 shares of Avantis International Large Cap Value ETF worth $327K as of Q2 2026.
  • Cascade Financial Partners left its Avantis International Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Large Cap Value ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #216 holding.
  • Cascade Financial Partners first reported a position in Avantis International Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.