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Copper Harbor Investment Advisors’s Avantis All Equity Markets Value ETF AVGV Stock Holding History

Copper Harbor Investment Advisors’s Portfolio AVGV Stock Details AVGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$382K Buy
+4,490
New +$374K 0.08% 76

Other funds holding AVGV

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
McCartney Wealth Management Clayton, Missouri $132M AUM
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MWML
M Wealth Management LLC San Diego, California $127M AUM 16.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Copper Harbor Investment Advisors's AVGV Position: Q2 2026 in Review

Copper Harbor Investment Advisors opened a new position in Avantis All Equity Markets Value ETF (AVGV) in Q2 2026: 4,490 shares worth $382K. The stake represents 0.08% of the portfolio and ranks #76 among its holdings.

31 funds tracked by Wall St. Rank hold AVGV as of Q2 2026.

  • Copper Harbor Investment Advisors held 4,490 shares of Avantis All Equity Markets Value ETF worth $382K as of Q2 2026.
  • Avantis All Equity Markets Value ETF was a new Copper Harbor Investment Advisors position in Q2 2026.
  • Avantis All Equity Markets Value ETF made up 0.08% of Copper Harbor Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • 31 funds tracked by Wall St. Rank held Avantis All Equity Markets Value ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.