Certified Advisory Corp’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Certified Advisory Corp’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	$16.1M	Buy	176,900 +2,558	+1%	+$225K	1.3%	21
2026 Q1	$14.1M	Buy	174,342 +2,705	+2%	+$219K	1.26%	21
2025 Q4	$13M	Buy	171,637 +6,141	+4%	+$452K	1.18%	22
2025 Q3	$12M	Buy	165,496 +35,634	+27%	+$2.52M	1.14%	22
2025 Q2	$8.86M	Buy	129,862 +88,649	+215%	+$5.71M	0.92%	33
2025 Q1	$2.69M	Buy	41,213 +34,715	+534%	+$2.35M	0.3%	90
2024 Q4	$434K	Buy	6,498 +40	+0.6%	+$2.72K	0.05%	208
2024 Q3	$425K	Buy	6,458 +1,478	+30%	+$94.1K	0.05%	210
2024 Q2	$313K	Hold	4,980	–	–	0.04%	227
2024 Q1	$320K	Hold	4,980	–	–	0.04%	216
2023 Q4	$288K	Hold	4,980	–	–	0.04%	225
2023 Q3	$262K	Hold	4,980	–	–	0.05%	202
2023 Q2	$266K	Buy	+4,980	New	+$254K	0.05%	198

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Certified Advisory Corp's AVLV Position: Q2 2026 in Review

Certified Advisory Corp increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.5% in Q2 2026, buying an estimated $225K and bringing the position to 176,900 shares worth $16.1M. The position accounts for 1.3% of the portfolio, ranked #21.

Certified Advisory Corp first reported a position in AVLV in Q2 2023 and has held it in 13 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Certified Advisory Corp held 176,900 shares of Avantis US Large Cap Value ETF worth $16.1M as of Q2 2026.
Certified Advisory Corp bought 2,558 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $225K.
Avantis US Large Cap Value ETF made up 1.3% of Certified Advisory Corp's portfolio in Q2 2026, its #21 holding.
Certified Advisory Corp first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.