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FWL Investment Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

FWL Investment 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
Q2 		$8.12K Hold
89
– – ﹤0.01% 326
2026
Q1 		$7.17K Hold
89
– – ﹤0.01% 276
2025
Q4 		$6.74K Hold
89
– – ﹤0.01% 297
2025
Q3 		$6.43K Hold
89
– – ﹤0.01% 281
2025
Q2 		$6.07K Hold
89
– – ﹤0.01% 256
2025
Q1 		$5.8K Sell
89
-173
-66% -$11.7K ﹤0.01% 246
2024
Q4 		$17.5K Hold
262
– – 0.01% 213
2024
Q3 		$17.2K Buy
+262
New +$16.7K 0.01% 207

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

FWL Investment Management's AVLV Position: Q2 2026 in Review

FWL Investment Management held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 89 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

FWL Investment Management first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.5K in Q4 2024. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • FWL Investment Management held 89 shares of Avantis US Large Cap Value ETF worth $8.12K as of Q2 2026.
  • FWL Investment Management left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #326 holding.
  • FWL Investment Management first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • FWL Investment Management's Avantis US Large Cap Value ETF position peaked at $17.5K in Q4 2024.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.