CA
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CoreCap Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

CoreCap Advisors’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
Q3 		$1.72K Buy
+19
New +$1.76K ﹤0.01% 2538
2026
Q2 		– Sell
-61
Closed -$4.92K – 3179
2026
Q1 		$4.92K Sell
61
-122
-67% -$9.89K ﹤0.01% 2177
2025
Q4 		$13.9K Sell
183
-70
-28% -$5.15K ﹤0.01% 1827
2025
Q3 		$18.3K Sell
253
-325
-56% -$23K ﹤0.01% 1703
2025
Q2 		$39.4K Buy
+578
New +$37.2K ﹤0.01% 1342

Other funds holding AVLV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

CoreCap Advisors's AVLV Position: Q3 2026 in Review

CoreCap Advisors opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 19 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #2538 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in AVLV as recently as Q1 2026.

CoreCap Advisors first reported a position in AVLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $39.4K in Q2 2025. 31 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • CoreCap Advisors held 19 shares of Avantis US Large Cap Value ETF worth $1.72K as of Q3 2026.
  • Avantis US Large Cap Value ETF was a new CoreCap Advisors position in Q3 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2538 holding.
  • CoreCap Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • CoreCap Advisors's Avantis US Large Cap Value ETF position peaked at $39.4K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.