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Cetera Advisor Networks’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$907K Buy
14,111
+5,926
+72% +$355K ﹤0.01% 1529
2023
Q4 		$473K Buy
8,185
+1,248
+18% +$67.1K ﹤0.01% 1918
2023
Q3 		$365K Buy
6,937
+446
+7% +$24.2K ﹤0.01% 2002
2023
Q2 		$346K Buy
+6,491
New +$331K ﹤0.01% 1985

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Cetera Advisor Networks's AVLV Position: Q1 2024 in Review

Cetera Advisor Networks increased its Avantis US Large Cap Value ETF (AVLV) stake by 72% in Q1 2024, buying an estimated $355K and bringing the position to 14,111 shares worth $907K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Cetera Advisor Networks first reported a position in AVLV in Q2 2023 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold AVLV as of Q1 2024.

  • Cetera Advisor Networks held 14,111 shares of Avantis US Large Cap Value ETF worth $907K as of Q1 2024.
  • Cetera Advisor Networks bought 5,926 Avantis US Large Cap Value ETF shares in Q1 2024, an estimated $355K.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1529 holding.
  • Cetera Advisor Networks first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.