Cloud Capital Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cloud Capital 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 Q2	$2.6M	Buy	28,461 +2,806	+11%	+$246K	0.95%	30
2026 Q1	$2.07M	Buy	25,655 +8,653	+51%	+$702K	0.9%	29
2025 Q4	$1.29M	Buy	17,002 +2,539	+18%	+$187K	0.61%	36
2025 Q3	$1.04M	Buy	14,463 +1,382	+11%	+$97.6K	0.55%	31
2025 Q2	$904K	Sell	13,081 -2,187	-14%	-$141K	0.56%	32
2025 Q1	$995K	Buy	+15,268	New	+$1.04M	0.71%	27

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

Cloud Capital Management's AVLV Position: Q2 2026 in Review

Cloud Capital Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 11% in Q2 2026, buying an estimated $246K and bringing the position to 28,461 shares worth $2.6M. The position accounts for 0.95% of the portfolio, ranked #30.

Cloud Capital Management first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Cloud Capital Management held 28,461 shares of Avantis US Large Cap Value ETF worth $2.6M as of Q2 2026.
Cloud Capital Management bought 2,806 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $246K.
Avantis US Large Cap Value ETF made up 0.95% of Cloud Capital Management's portfolio in Q2 2026, its #30 holding.
Cloud Capital Management first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Cloud Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.