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Echo Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Echo Wealth Management’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 		$8.32M Buy
91,242
+2,853
+3% +$251K 4.25% 9
2026
Q1 		$7.13M Sell
88,389
-33,922
-28% -$2.75M 4.1% 9
2025
Q4 		$9.27M Sell
122,311
-36,545
-23% -$2.69M 5.41% 4
2025
Q3 		$11.5M Buy
158,856
+2,432
+2% +$172K 6.7% 5
2025
Q2 		$10.7M Buy
156,424
+4,950
+3% +$319K 6.54% 5
2025
Q1 		$9.88M Buy
151,474
+4,447
+3% +$302K 6.67% 4
2024
Q4 		$9.82M Sell
147,027
-762
-0.5% -$51.8K 6.78% 4
2024
Q3 		$9.8M Buy
147,789
+262
+0.2% +$16.7K 6.85% 4
2024
Q2 		$9.27M Buy
147,527
+11,502
+8% +$721K 6.99% 2
2024
Q1 		$8.74M Buy
136,025
+1,303
+1% +$78.1K 7.25% 2
2023
Q4 		$7.75M Buy
134,722
+33,287
+33% +$1.79M 7.24% 3
2023
Q3 		$5.34M Buy
101,435
+5,035
+5% +$273K 5.76% 5
2023
Q2 		$5.2M Sell
96,400
-4,370
-4% -$223K 5.62% 5
2023
Q1 		$5.15M Buy
100,770
+7,236
+8% +$376K 5.69% 5
2022
Q4 		$4.94M Buy
+93,534
New +$4.69M 5.27% 5

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Echo Wealth Management's AVLV Position: Q2 2026 in Review

Echo Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.2% in Q2 2026, buying an estimated $251K and bringing the position to 91,242 shares worth $8.32M. The position accounts for 4.25% of the portfolio, ranked #9.

Echo Wealth Management first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.5M in Q3 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Echo Wealth Management held 91,242 shares of Avantis US Large Cap Value ETF worth $8.32M as of Q2 2026.
  • Echo Wealth Management bought 2,853 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $251K.
  • Avantis US Large Cap Value ETF made up 4.25% of Echo Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Echo Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Echo Wealth Management's Avantis US Large Cap Value ETF position peaked at $11.5M in Q3 2025.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.