Evolution Wealth Management
AVLV icon

Evolution Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Evolution Wealth Management’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 		$2.24M Buy
24,775
+6,773
+38% +$629K 1.29% 16
2026
Q2 		$1.64M Buy
18,002
+5,857
+48% +$514K 0.97% 23
2026
Q1 		$979K Buy
12,145
+7,204
+146% +$584K 0.72% 31
2025
Q4 		$374K Buy
4,941
+2,246
+83% +$165K 0.31% 59
2025
Q3 		$195K Buy
+2,695
New +$190K 0.2% 91

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Nixon Peabody Trust
Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Evolution Wealth Management's AVLV Position: Q3 2026 in Review

Evolution Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 38% in Q3 2026, buying an estimated $629K and bringing the position to 24,775 shares worth $2.24M. The position accounts for 1.29% of the portfolio, ranked #16.

Evolution Wealth Management first reported a position in AVLV in Q3 2025 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • Evolution Wealth Management held 24,775 shares of Avantis US Large Cap Value ETF worth $2.24M as of Q3 2026.
  • Evolution Wealth Management bought 6,773 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $629K.
  • Avantis US Large Cap Value ETF made up 1.29% of Evolution Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Evolution Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 255 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.