Greenwood Capital Associates’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Greenwood Capital Associates’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	$6.18M	Buy	67,712 +8,948	+15%	+$786K	0.61%	56
2026 Q1	$4.74M	Buy	58,764 +6,118	+12%	+$496K	0.52%	68
2025 Q4	$3.99M	Buy	52,646 +17,832	+51%	+$1.31M	0.43%	74
2025 Q3	$2.52M	Buy	34,814 +8,426	+32%	+$595K	0.29%	89
2025 Q2	$1.8M	Buy	26,388 +4,279	+19%	+$276K	0.22%	99
2025 Q1	$1.44M	Buy	22,109 +14,623	+195%	+$991K	0.19%	107
2024 Q4	$500K	Buy	+7,486	New	+$509K	0.07%	185

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

Greenwood Capital Associates's AVLV Position: Q2 2026 in Review

Greenwood Capital Associates increased its Avantis US Large Cap Value ETF (AVLV) stake by 15% in Q2 2026, buying an estimated $786K and bringing the position to 67,712 shares worth $6.18M. The position accounts for 0.61% of the portfolio, ranked #56.

Greenwood Capital Associates first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Greenwood Capital Associates held 67,712 shares of Avantis US Large Cap Value ETF worth $6.18M as of Q2 2026.
Greenwood Capital Associates bought 8,948 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $786K.
Avantis US Large Cap Value ETF made up 0.61% of Greenwood Capital Associates's portfolio in Q2 2026, its #56 holding.
Greenwood Capital Associates first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.