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 Q2	$133M	Buy	1,454,277 +254,493	+21%	+$22.4M	0.12%	156
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

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

Cetera Investment Advisers's AVLV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Avantis US Large Cap Value ETF (AVLV) stake by 21% in Q2 2026, buying an estimated $22.4M and bringing the position to 1,454,277 shares worth $133M. The position accounts for 0.12% of the portfolio, ranked #156.

Cetera Investment Advisers first reported a position in AVLV in Q1 2024 and has held it in 10 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Cetera Investment Advisers held 1,454,277 shares of Avantis US Large Cap Value ETF worth $133M as of Q2 2026.
Cetera Investment Advisers bought 254,493 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $22.4M.
Avantis US Large Cap Value ETF made up 0.12% of Cetera Investment Advisers's portfolio in Q2 2026, its #156 holding.
Cetera Investment Advisers first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.