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 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

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

Elevation Wealth Partners's AVLV Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 13% in Q2 2026, selling an estimated $178K and leaving 13,490 shares worth $1.23M. The position accounts for 0.37% of the portfolio, ranked #45.

Elevation Wealth Partners first reported a position in AVLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2026. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Elevation Wealth Partners held 13,490 shares of Avantis US Large Cap Value ETF worth $1.23M as of Q2 2026.
Elevation Wealth Partners sold 2,021 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $178K.
Avantis US Large Cap Value ETF made up 0.37% of Elevation Wealth Partners's portfolio in Q2 2026, its #45 holding.
Elevation Wealth Partners first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's Avantis US Large Cap Value ETF position peaked at $1.25M in Q1 2026.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.