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Creative Capital Management Investments’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Creative Capital Management Investments’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
Q1 		$232K Hold
2,875
– – 0.07% 47
2025
Q4 		$218K Hold
2,875
– – 0.07% 50
2025
Q3 		$208K Hold
2,875
– – 0.07% 51
2025
Q2 		$196K Buy
2,875
+2,132
+287% +$137K 0.07% 50
2025
Q1 		$48.5K Buy
743
+273
+58% +$18.5K 0.02% 107
2024
Q4 		$31.4K Hold
470
– – 0.01% 131
2024
Q3 		$30.9K Hold
470
– – 0.01% 119
2024
Q2 		$29.5K Buy
+470
New +$29.5K 0.01% 109

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Creative Capital Management Investments's AVLV Position: Q1 2026 in Review

Creative Capital Management Investments held its Avantis US Large Cap Value ETF (AVLV) position steady in Q1 2026 at 2,875 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #47.

Creative Capital Management Investments first reported a position in AVLV in Q2 2024 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Creative Capital Management Investments held 2,875 shares of Avantis US Large Cap Value ETF worth $232K as of Q1 2026.
  • Creative Capital Management Investments left its Avantis US Large Cap Value ETF share count unchanged in Q1 2026.
  • Avantis US Large Cap Value ETF made up 0.07% of Creative Capital Management Investments's portfolio in Q1 2026, its #47 holding.
  • Creative Capital Management Investments first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.