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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
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Cherry Tree Wealth Management's AVLV Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.1% in Q1 2026, buying an estimated $91.1K and bringing the position to 106,085 shares worth $8.55M. The position accounts for 1.81% of the portfolio, ranked #17.

Cherry Tree Wealth Management first reported a position in AVLV in Q3 2023 and has held it in 11 quarters since. 485 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Cherry Tree Wealth Management held 106,085 shares of Avantis US Large Cap Value ETF worth $8.55M as of Q1 2026.
  • Cherry Tree Wealth Management bought 1,123 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $91.1K.
  • Avantis US Large Cap Value ETF made up 1.81% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 485 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.