Creative Planning
AVIV icon

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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return