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 Q2	$262K	Hold	2,875	–	–	0.06%	67
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Creative Capital Management Investments's AVLV Position: Q2 2026 in Review

Creative Capital Management Investments held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 2,875 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #67.

Creative Capital Management Investments first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Creative Capital Management Investments held 2,875 shares of Avantis US Large Cap Value ETF worth $262K as of Q2 2026.
Creative Capital Management Investments left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
Avantis US Large Cap Value ETF made up 0.06% of Creative Capital Management Investments's portfolio in Q2 2026, its #67 holding.
Creative Capital Management Investments first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.