Elevation Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Elevation Wealth Partners’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 Q3	$1.2M	Sell	13,305 -185	-1%	-$17.2K	0.34%	46
2026 Q2	$1.23M	Sell	13,490 -2,021	-13%	-$178K	0.37%	45
2026 Q1	$1.25M	Sell	15,511 -160	-1%	-$13K	0.45%	39
2025 Q4	$1.19M	Sell	15,671 -12	-0.1%	-$883	0.42%	41
2025 Q3	$1.13M	Buy	15,683 +36	+0.2%	+$2.54K	0.41%	42
2025 Q2	$1.07M	Buy	15,647 +1,709	+12%	+$110K	0.42%	42
2025 Q1	$909K	Buy	+13,938	New	+$945K	0.39%	45
2024 Q4	–	Sell	-14,311	Closed	-$942K	–	502
2024 Q3	$942K	Buy	14,311 +54	+0.4%	+$3.44K	0.4%	44
2024 Q2	$896K	Sell	14,257 -649	-4%	-$40.7K	0.42%	45
2024 Q1	$958K	Sell	14,906 -822	-5%	-$49.3K	0.48%	42
2023 Q4	$829K	Hold	15,728	–	–	0.5%	41
2023 Q3	$829K	Buy	15,728 +46	+0.3%	+$2.49K	0.72%	25
2023 Q2	$837K	Buy	15,682 +45	+0.3%	+$2.3K	0.7%	25
2023 Q1	$799K	Buy	+15,637	New	+$812K	0.73%	24

Other funds holding AVLV

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Elevation Wealth Partners's AVLV Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 1.4% in Q3 2026, selling an estimated $17.2K and leaving 13,305 shares worth $1.2M. The position accounts for 0.34% of the portfolio, ranked #46.

Elevation Wealth Partners first reported a position in AVLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2026. 255 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Elevation Wealth Partners held 13,305 shares of Avantis US Large Cap Value ETF worth $1.2M as of Q3 2026.
Elevation Wealth Partners sold 185 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $17.2K.
Avantis US Large Cap Value ETF made up 0.34% of Elevation Wealth Partners's portfolio in Q3 2026, its #46 holding.
Elevation Wealth Partners first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Avantis US Large Cap Value ETF position peaked at $1.25M in Q1 2026.
255 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.