Financial Partners Group (Kansas)’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Financial Partners Group (Kansas)’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	$6.72M	Buy	73,687 +43,887	+147%	+$3.85M	0.68%	33
2026 Q1	$2.4M	Buy	29,800 +2,952	+11%	+$239K	0.29%	56
2025 Q4	$2.17M	Buy	26,848 +9,375	+54%	+$690K	0.25%	56
2025 Q3	$1.26M	Sell	17,473 -6,124	-26%	-$432K	0.16%	72
2025 Q2	$1.61M	Buy	23,597 +3,566	+18%	+$230K	0.22%	58
2025 Q1	$1.31M	Buy	20,031 +14,107	+238%	+$956K	0.2%	59
2024 Q4	$396K	Buy	5,924 +1,738	+42%	+$118K	0.06%	116
2024 Q3	$276K	Buy	+4,186	New	+$266K	0.04%	154

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

Financial Partners Group (Kansas)'s AVLV Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its Avantis US Large Cap Value ETF (AVLV) stake by 147% in Q2 2026, buying an estimated $3.85M and bringing the position to 73,687 shares worth $6.72M. The position accounts for 0.68% of the portfolio, ranked #33.

Financial Partners Group (Kansas) first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Financial Partners Group (Kansas) held 73,687 shares of Avantis US Large Cap Value ETF worth $6.72M as of Q2 2026.
Financial Partners Group (Kansas) bought 43,887 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $3.85M.
Avantis US Large Cap Value ETF made up 0.68% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #33 holding.
Financial Partners Group (Kansas) first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.