Creative Planning’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Creative Planning’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 Q2	$2.3M	Sell	29,679 -60	-0.2%	-$4.69K	﹤0.01%	1968
2026 Q1	$2.23M	Sell	29,739 -3,001	-9%	-$227K	﹤0.01%	1813
2025 Q4	$2.33M	Sell	32,740 -1,166	-3%	-$80.5K	﹤0.01%	1602
2025 Q3	$2.29M	Buy	33,906 +7	+0%	+$453	﹤0.01%	1439
2025 Q2	$2.11M	Buy	33,899 +18	+0.1%	+$1.07K	﹤0.01%	1270
2025 Q1	$1.92M	Sell	33,881 -2,220	-6%	-$123K	﹤0.01%	1199
2024 Q4	$1.87M	Sell	36,101 -421	-1%	-$22.7K	﹤0.01%	1170
2024 Q3	$2.05M	Sell	36,522 -4,047	-10%	-$218K	﹤0.01%	1043
2024 Q2	$2.13M	Buy	40,569 +32,495	+402%	+$1.75M	﹤0.01%	955
2024 Q1	$437K	Buy	8,074 +35	+0.4%	+$1.8K	﹤0.01%	1950
2023 Q4	$414K	Hold	8,039	–	–	﹤0.01%	1837
2023 Q3	$387K	Sell	8,039 -2,114	-21%	-$104K	﹤0.01%	1743
2023 Q2	$494K	Hold	10,153	–	–	﹤0.01%	1558
2023 Q1	$489K	Buy	+10,153	New	+$486K	﹤0.01%	1482

Other funds holding AVIV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Creative Planning's AVIV Position: Q2 2026 in Review

Creative Planning reduced its Avantis International Large Cap Value ETF (AVIV) stake by 0.2% in Q2 2026, selling an estimated $4.69K and leaving 29,679 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Creative Planning first reported a position in AVIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.33M in Q4 2025. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Creative Planning held 29,679 shares of Avantis International Large Cap Value ETF worth $2.3M as of Q2 2026.
Creative Planning sold 60 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $4.69K.
Avantis International Large Cap Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1968 holding.
Creative Planning first reported a position in Avantis International Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Creative Planning's Avantis International Large Cap Value ETF position peaked at $2.33M in Q4 2025.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.