Christopher J. Hasenberg’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Christopher J. Hasenberg’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
2025 Q2	$12K	Sell	176 -86	-33%	-$5.54K	﹤0.01%	131
2025 Q1	$17.1K	Hold	262	–	–	0.01%	91
2024 Q4	$17.5K	Sell	262 -28,658	-99%	-$1.95M	0.01%	79
2024 Q3	$1.9M	Buy	28,920 +1,759	+6%	+$112K	0.79%	18
2024 Q2	$1.71M	Buy	27,161 +565	+2%	+$35.4K	0.77%	16
2024 Q1	$1.71M	Sell	26,596 -2,454	-8%	-$147K	0.84%	16
2023 Q4	$1.68M	Buy	+29,050	New	+$1.56M	0.94%	15

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

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

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

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Christopher J. Hasenberg's AVLV Position: Q2 2025 in Review

Christopher J. Hasenberg reduced its Avantis US Large Cap Value ETF (AVLV) stake by 33% in Q2 2025, selling an estimated $5.54K and leaving 176 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #131.

Christopher J. Hasenberg first reported a position in AVLV in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.9M in Q3 2024. 374 funds tracked by Wall St. Rank hold AVLV as of Q2 2025.

Christopher J. Hasenberg held 176 shares of Avantis US Large Cap Value ETF worth $12K as of Q2 2025.
Christopher J. Hasenberg sold 86 Avantis US Large Cap Value ETF shares in Q2 2025, an estimated $5.54K.
Avantis US Large Cap Value ETF made up ﹤0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #131 holding.
Christopher J. Hasenberg first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 7 quarters since.
Christopher J. Hasenberg's Avantis US Large Cap Value ETF position peaked at $1.9M in Q3 2024.
374 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.