EverSource Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

EverSource Wealth Advisors’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	$42.3K	Sell	464 -3,687	-89%	-$324K	﹤0.01%	1881
2026 Q1	$335K	Sell	4,151 -4,678	-53%	-$379K	0.01%	793
2025 Q4	$669K	Sell	8,829 -11,173	-56%	-$822K	0.02%	444
2025 Q3	$1.45M	Sell	20,002 -958	-5%	-$67.7K	0.06%	227
2025 Q2	$1.43M	Buy	20,960 +16,284	+348%	+$1.05M	0.06%	208
2025 Q1	$305K	Buy	+4,676	New	+$317K	0.02%	519
2024 Q3	–	Sell	-159	Closed	-$10.2K	–	3035
2024 Q2	$10.2K	Buy	159 +1	+0.6%	+$63	﹤0.01%	1843
2024 Q1	$9.64K	Buy	+158	New	+$9.47K	﹤0.01%	1707

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

EverSource Wealth Advisors's AVLV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 89% in Q2 2026, selling an estimated $324K and leaving 464 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

EverSource Wealth Advisors first reported a position in AVLV in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q3 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

EverSource Wealth Advisors held 464 shares of Avantis US Large Cap Value ETF worth $42.3K as of Q2 2026.
EverSource Wealth Advisors sold 3,687 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $324K.
Avantis US Large Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1881 holding.
EverSource Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Avantis US Large Cap Value ETF position peaked at $1.45M in Q3 2025.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.