Golden Bell Financial Planning’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Golden Bell Financial Planning’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.31M	Buy	120,237 +1,462	+1%	+$114K	6.84%	5
2026 Q1	$8.89M	Buy	118,775 +1,908	+2%	+$144K	7.09%	5
2025 Q4	$8.32M	Buy	116,867 +2,250	+2%	+$155K	6.93%	6
2025 Q3	$7.73M	Buy	114,617 +345	+0.3%	+$22.3K	6.72%	5
2025 Q2	$7.11M	Sell	114,272 -8,441	-7%	-$500K	6.7%	5
2025 Q1	$6.96M	Buy	122,713 +4,900	+4%	+$271K	6.76%	5
2024 Q4	$6.11M	Buy	+117,813	New	+$6.34M	6.15%	6

Other funds holding AVIV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Golden Bell Financial Planning's AVIV Position: Q2 2026 in Review

Golden Bell Financial Planning increased its Avantis International Large Cap Value ETF (AVIV) stake by 1.2% in Q2 2026, buying an estimated $114K and bringing the position to 120,237 shares worth $9.31M. The position accounts for 6.84% of the portfolio, ranked #5.

Golden Bell Financial Planning first reported a position in AVIV in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Golden Bell Financial Planning held 120,237 shares of Avantis International Large Cap Value ETF worth $9.31M as of Q2 2026.
Golden Bell Financial Planning bought 1,462 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $114K.
Avantis International Large Cap Value ETF made up 6.84% of Golden Bell Financial Planning's portfolio in Q2 2026, its #5 holding.
Golden Bell Financial Planning first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Golden Bell Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.