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Catherine Avery Investment Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Catherine Avery Investment Management’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 		$16.4K Buy
+180
New +$15.8K 0.01% 98

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Catherine Avery Investment Management's AVLV Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 180 shares worth $16.4K. The stake represents 0.01% of the portfolio and ranks #98 among its holdings.

562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Catherine Avery Investment Management held 180 shares of Avantis US Large Cap Value ETF worth $16.4K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Catherine Avery Investment Management position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #98 holding.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.