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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
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

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM