Cornerstone Advisory’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Cornerstone Advisory’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	$432K	Buy	5,426 +1,268	+30%	+$103K	0.03%	178
2026 Q2	$322K	Buy	4,158 +968	+30%	+$75.7K	0.03%	211
2026 Q1	$239K	Buy	3,190 +50	+2%	+$3.79K	0.02%	231
2025 Q4	$224K	Sell	3,140 -100	-3%	-$6.9K	0.02%	233
2025 Q3	$219K	Buy	+3,240	New	+$210K	0.02%	230

Other funds holding AVIV

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Cornerstone Advisory's AVIV Position: Q3 2026 in Review

Cornerstone Advisory increased its Avantis International Large Cap Value ETF (AVIV) stake by 30% in Q3 2026, buying an estimated $103K and bringing the position to 5,426 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #178.

Cornerstone Advisory first reported a position in AVIV in Q3 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Cornerstone Advisory held 5,426 shares of Avantis International Large Cap Value ETF worth $432K as of Q3 2026.
Cornerstone Advisory bought 1,268 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $103K.
Avantis International Large Cap Value ETF made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #178 holding.
Cornerstone Advisory first reported a position in Avantis International Large Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
131 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.