Downshift Financial’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Downshift Financial’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 Q3	$6.53K	Buy	+82	New	+$6.66K	﹤0.01%	357

Other funds holding AVIV

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Downshift Financial's AVIV Position: Q3 2026 in Review

Downshift Financial opened a new position in Avantis International Large Cap Value ETF (AVIV) in Q3 2026: 82 shares worth $6.53K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings.

37 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

Downshift Financial held 82 shares of Avantis International Large Cap Value ETF worth $6.53K as of Q3 2026.
Avantis International Large Cap Value ETF was a new Downshift Financial position in Q3 2026.
Avantis International Large Cap Value ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #357 holding.
37 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.