CFO
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Collective Family Office’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Collective Family Office’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
Q2 		$5.38M Buy
69,553
+305
+0.4% +$23.9K 1.1% 29
2026
Q1 		$5.18M Sell
69,248
-905
-1% -$68.5K 1.17% 28
2025
Q4 		$5M Sell
70,153
-4,614
-6% -$319K 1.15% 26
2025
Q3 		$5.04M Buy
74,767
+126
+0.2% +$8.16K 1.21% 25
2025
Q2 		$4.65M Buy
74,641
+1,212
+2% +$71.8K 1.19% 26
2025
Q1 		$4.16M Buy
73,429
+1,630
+2% +$90.1K 1.12% 27
2024
Q4 		$3.73M Buy
71,799
+13,641
+23% +$734K 1.02% 29
2024
Q3 		$3.26M Buy
58,158
+2,829
+5% +$152K 0.89% 31
2024
Q2 		$2.9M Buy
55,329
+3,536
+7% +$191K 0.85% 29
2024
Q1 		$2.8M Buy
51,793
+3,485
+7% +$180K 0.91% 29
2023
Q4 		$2.49M Buy
48,308
+2,758
+6% +$134K 0.87% 30
2023
Q3 		$2.19M Hold
45,550
– – 0.85% 36
2023
Q2 		$2.22M Sell
45,550
-316
-0.7% -$15.4K 0.87% 32
2023
Q1 		$2.21M Buy
45,866
+281
+0.6% +$13.5K 0.91% 32
2022
Q4 		$2.06M Buy
45,585
+39,315
+627% +$1.69M 0.92% 28
2022
Q3 		$238K Sell
6,270
-16,487
-72% -$693K 0.12% 155
2022
Q2 		$968K Buy
22,757
+13,128
+136% +$619K 0.42% 70
2022
Q1 		$483K Buy
9,629
+1,325
+16% +$67.2K 0.18% 120
2021
Q4 		$420K Buy
+8,304
New +$420K 0.17% 128

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $280M AUM 27.14% 1-Year Est. Return

Collective Family Office's AVIV Position: Q2 2026 in Review

Collective Family Office increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.44% in Q2 2026, buying an estimated $23.9K and bringing the position to 69,553 shares worth $5.38M. The position accounts for 1.1% of the portfolio, ranked #29.

Collective Family Office first reported a position in AVIV in Q4 2021 and has held it in 19 quarters since. 52 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Collective Family Office held 69,553 shares of Avantis International Large Cap Value ETF worth $5.38M as of Q2 2026.
  • Collective Family Office bought 305 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $23.9K.
  • Avantis International Large Cap Value ETF made up 1.1% of Collective Family Office's portfolio in Q2 2026, its #29 holding.
  • Collective Family Office first reported a position in Avantis International Large Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 52 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.