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

Cetera Investment Advisers’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 Q1	$96.7M	Sell	1,199,784 -41,697	-3%	-$3.38M	0.1%	189
2025 Q4	$94.1M	Sell	1,241,481 -77,092	-6%	-$5.67M	0.1%	186
2025 Q3	$95.3M	Sell	1,318,573 -14,222	-1%	-$1M	0.11%	167
2025 Q2	$90.9M	Buy	1,332,795 +144,560	+12%	+$9.31M	0.15%	130
2025 Q1	$77.5M	Buy	1,188,235 +79,970	+7%	+$5.42M	0.15%	136
2024 Q4	$74M	Buy	1,108,265 +39,634	+4%	+$2.7M	0.15%	133
2024 Q3	$70.3M	Buy	1,068,631 +23,273	+2%	+$1.48M	0.15%	136
2024 Q2	$65.7M	Buy	1,045,358 +81,649	+8%	+$5.12M	0.15%	132
2024 Q1	$61.9M	Buy	+963,709	New	+$57.8M	0.15%	134

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Cetera Investment Advisers's AVLV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Avantis US Large Cap Value ETF (AVLV) stake by 3.4% in Q1 2026, selling an estimated $3.38M and leaving 1,199,784 shares worth $96.7M. The position accounts for 0.1% of the portfolio, ranked #189.

Cetera Investment Advisers first reported a position in AVLV in Q1 2024 and has held it in 9 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Cetera Investment Advisers held 1,199,784 shares of Avantis US Large Cap Value ETF worth $96.7M as of Q1 2026.
Cetera Investment Advisers sold 41,697 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $3.38M.
Avantis US Large Cap Value ETF made up 0.1% of Cetera Investment Advisers's portfolio in Q1 2026, its #189 holding.
Cetera Investment Advisers first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.