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

Cetera Advisors’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 		$60.7M Buy
944,724
+32,649
+4% +$1.96M 0.48% 33
2023
Q4 		$52.7M Buy
912,075
+203,628
+29% +$11M 0.73% 19
2023
Q3 		$37.3M Buy
708,447
+694,357
+4,928% +$37.6M 0.58% 30
2023
Q2 		$752K Buy
+14,090
New +$720K 0.01% 844

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 $6.97B AUM 16.14% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cetera Advisors's AVLV Position: Q1 2024 in Review

Cetera Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.6% in Q1 2024, buying an estimated $1.96M and bringing the position to 944,724 shares worth $60.7M. The position accounts for 0.48% of the portfolio, ranked #33.

Cetera Advisors 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 Advisors held 944,724 shares of Avantis US Large Cap Value ETF worth $60.7M as of Q1 2024.
  • Cetera Advisors bought 32,649 Avantis US Large Cap Value ETF shares in Q1 2024, an estimated $1.96M.
  • Avantis US Large Cap Value ETF made up 0.48% of Cetera Advisors's portfolio in Q1 2024, its #33 holding.
  • Cetera Advisors 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.