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EnRich Financial Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

EnRich Financial 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 		$11.5M Buy
125,803
+25,801
+26% +$2.27M 2.73% 11
2026
Q1 		$8.06M Buy
100,002
+8,565
+9% +$695K 2.14% 15
2025
Q4 		$6.93M Buy
91,437
+10,265
+13% +$755K 1.89% 16
2025
Q3 		$5.87M Buy
81,172
+4,323
+6% +$305K 1.67% 17
2025
Q2 		$5.24M Buy
76,849
+15,150
+25% +$976K 1.61% 17
2025
Q1 		$4.02M Buy
61,699
+7,519
+14% +$510K 1.35% 19
2024
Q4 		$3.62M Buy
54,180
+7,601
+16% +$517K 1.2% 19
2024
Q3 		$3.07M Buy
46,579
+13,525
+41% +$861K 1.02% 19
2024
Q2 		$2.08M Buy
33,054
+6,697
+25% +$420K 0.76% 19
2024
Q1 		$1.69M Sell
26,357
-1,013
-4% -$60.7K 0.63% 19
2023
Q4 		$1.58M Buy
+27,370
New +$1.47M 0.66% 20

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

EnRich Financial Partners's AVLV Position: Q2 2026 in Review

EnRich Financial Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 26% in Q2 2026, buying an estimated $2.27M and bringing the position to 125,803 shares worth $11.5M. The position accounts for 2.73% of the portfolio, ranked #11.

EnRich Financial Partners first reported a position in AVLV in Q4 2023 and has held it in 11 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • EnRich Financial Partners held 125,803 shares of Avantis US Large Cap Value ETF worth $11.5M as of Q2 2026.
  • EnRich Financial Partners bought 25,801 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $2.27M.
  • Avantis US Large Cap Value ETF made up 2.73% of EnRich Financial Partners's portfolio in Q2 2026, its #11 holding.
  • EnRich Financial Partners first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.