Cherry Tree Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cherry Tree Wealth Management’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 Q3	$11.3M	Buy	124,846 +1,647	+1%	+$153K	2.13%	13
2026 Q2	$11.2M	Buy	123,199 +17,114	+16%	+$1.5M	2.11%	14
2026 Q1	$8.55M	Buy	106,085 +1,123	+1%	+$91.1K	1.81%	17
2025 Q4	$7.95M	Buy	104,962 +6,248	+6%	+$460K	1.68%	19
2025 Q3	$7.13M	Buy	98,714 +14,914	+18%	+$1.05M	1.57%	19
2025 Q2	$5.72M	Buy	83,800 +3,733	+5%	+$240K	1.33%	22
2025 Q1	$5.22M	Buy	80,067 +2,601	+3%	+$176K	1.26%	25
2024 Q4	$5.17M	Sell	77,466 -462	-0.6%	-$31.4K	1.28%	26
2024 Q3	$5.13M	Buy	77,928 +5,710	+8%	+$363K	1.22%	25
2024 Q2	$4.54M	Buy	72,218 +6,614	+10%	+$415K	1.14%	25
2024 Q1	$4.22M	Buy	65,604 +2,758	+4%	+$165K	1.06%	27
2023 Q4	$3.63M	Buy	62,846 +61,913	+6,636%	+$3.33M	0.97%	27
2023 Q3	$49.2K	Buy	+933	New	+$50.6K	0.01%	231

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Cherry Tree Wealth Management's AVLV Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.3% in Q3 2026, buying an estimated $153K and bringing the position to 124,846 shares worth $11.3M. The position accounts for 2.13% of the portfolio, ranked #13.

Cherry Tree Wealth Management first reported a position in AVLV in Q3 2023 and has held it in 13 quarters since. 197 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Cherry Tree Wealth Management held 124,846 shares of Avantis US Large Cap Value ETF worth $11.3M as of Q3 2026.
Cherry Tree Wealth Management bought 1,647 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $153K.
Avantis US Large Cap Value ETF made up 2.13% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #13 holding.
Cherry Tree Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
197 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.