Clune & Associates’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Clune & Associates’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.8M	Buy	72,794 +69	+0.1%	+$5.6K	0.89%	29
2026 Q2	$5.63M	Sell	72,725 -8,177	-10%	-$640K	0.85%	27
2026 Q1	$6.05M	Sell	80,902 -10,561	-12%	-$800K	1.14%	24
2025 Q4	$6.51M	Buy	91,463 +21,879	+31%	+$1.51M	1.41%	22
2025 Q3	$4.69M	Buy	69,584 +6,480	+10%	+$420K	1.17%	25
2025 Q2	$3.93M	Buy	63,104 +389	+0.6%	+$23.1K	1.08%	27
2025 Q1	$3.55M	Buy	62,715 +1,238	+2%	+$68.5K	1.09%	28
2024 Q4	$3.19M	Buy	+61,477	New	+$3.31M	1.06%	29

Other funds holding AVIV

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

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

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Clune & Associates's AVIV Position: Q3 2026 in Review

Clune & Associates increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.09% in Q3 2026, buying an estimated $5.6K and bringing the position to 72,794 shares worth $5.8M. The position accounts for 0.89% of the portfolio, ranked #29.

Clune & Associates first reported a position in AVIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.51M in Q4 2025. 31 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Clune & Associates held 72,794 shares of Avantis International Large Cap Value ETF worth $5.8M as of Q3 2026.
Clune & Associates bought 69 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $5.6K.
Avantis International Large Cap Value ETF made up 0.89% of Clune & Associates's portfolio in Q3 2026, its #29 holding.
Clune & Associates first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Avantis International Large Cap Value ETF position peaked at $6.51M in Q4 2025.
31 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.