Elevate Wealth Advisory’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Elevate Wealth Advisory’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 Q1	$4.92K	Hold	61	–	–	﹤0.01%	123
2025 Q4	$4.62K	Hold	61	–	–	﹤0.01%	119
2025 Q3	$4.41K	Hold	61	–	–	﹤0.01%	116
2025 Q2	$4.16K	Sell	61 -217	-78%	-$14K	﹤0.01%	128
2025 Q1	$18.1K	Sell	278 -8	-3%	-$542	0.01%	112
2024 Q4	$19.1K	Hold	286	–	–	0.01%	101
2024 Q3	$18.8K	Sell	286 -12	-4%	-$764	0.01%	106
2024 Q2	$18.7K	Sell	298 -1,589	-84%	-$99.6K	0.02%	98
2024 Q1	$121K	Sell	1,887 -5,551	-75%	-$333K	0.11%	64
2023 Q4	$430K	Buy	+7,438	New	+$400K	0.39%	37

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Elevate Wealth Advisory's AVLV Position: Q1 2026 in Review

Elevate Wealth Advisory held its Avantis US Large Cap Value ETF (AVLV) position steady in Q1 2026 at 61 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Elevate Wealth Advisory first reported a position in AVLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $430K in Q4 2023. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Elevate Wealth Advisory held 61 shares of Avantis US Large Cap Value ETF worth $4.92K as of Q1 2026.
Elevate Wealth Advisory left its Avantis US Large Cap Value ETF share count unchanged in Q1 2026.
Avantis US Large Cap Value ETF made up ﹤0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #123 holding.
Elevate Wealth Advisory first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Avantis US Large Cap Value ETF position peaked at $430K in Q4 2023.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.