Curtis Advisory Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Curtis Advisory Group’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	$2.78M	Buy	30,467 +527	+2%	+$46.3K	0.54%	42
2026 Q1	$2.41M	Buy	29,940 +702	+2%	+$56.9K	0.52%	44
2025 Q4	$2.22M	Buy	+29,238	New	+$2.15M	0.46%	45

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

Curtis Advisory Group's AVLV Position: Q2 2026 in Review

Curtis Advisory Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.8% in Q2 2026, buying an estimated $46.3K and bringing the position to 30,467 shares worth $2.78M. The position accounts for 0.54% of the portfolio, ranked #42.

Curtis Advisory Group first reported a position in AVLV in Q4 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Curtis Advisory Group held 30,467 shares of Avantis US Large Cap Value ETF worth $2.78M as of Q2 2026.
Curtis Advisory Group bought 527 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $46.3K.
Avantis US Large Cap Value ETF made up 0.54% of Curtis Advisory Group's portfolio in Q2 2026, its #42 holding.
Curtis Advisory Group first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.