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

Evanson Financial’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	$666K	Buy	+7,297	New	+$641K	0.03%	177

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

Evanson Financial's AVLV Position: Q2 2026 in Review

Evanson Financial opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 7,297 shares worth $666K. The stake represents 0.03% of the portfolio and ranks #177 among its holdings.

562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Evanson Financial held 7,297 shares of Avantis US Large Cap Value ETF worth $666K as of Q2 2026.
Avantis US Large Cap Value ETF was a new Evanson Financial position in Q2 2026.
Avantis US Large Cap Value ETF made up 0.03% of Evanson Financial's portfolio in Q2 2026, its #177 holding.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.