Hantz Financial Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Hantz Financial Services’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	$125K	Buy	1,546 +921	+147%	+$74.7K	﹤0.01%	1197
2025 Q4	$47K	Buy	625 +31	+5%	+$2.28K	﹤0.01%	1460
2025 Q3	$43K	Hold	594	–	–	﹤0.01%	1274
2025 Q2	$41K	Buy	594 +221	+59%	+$14.2K	﹤0.01%	1019
2025 Q1	$24K	Hold	373	–	–	﹤0.01%	804
2024 Q4	$25K	Hold	373	–	–	﹤0.01%	730
2024 Q3	$25K	Hold	373	–	–	﹤0.01%	712
2024 Q2	$23K	Hold	373	–	–	﹤0.01%	723
2024 Q1	$24K	Hold	373	–	–	﹤0.01%	723
2023 Q4	$22K	Hold	373	–	–	﹤0.01%	719
2023 Q3	$20K	Hold	373	–	–	﹤0.01%	726
2023 Q2	$20K	Sell	373 -9	-2%	-$460	﹤0.01%	701
2023 Q1	$20K	Buy	+382	New	+$19.8K	﹤0.01%	703

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Hantz Financial Services's AVLV Position: Q1 2026 in Review

Hantz Financial Services increased its Avantis US Large Cap Value ETF (AVLV) stake by 147% in Q1 2026, buying an estimated $74.7K and bringing the position to 1,546 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Hantz Financial Services first reported a position in AVLV in Q1 2023 and has held it in 13 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Hantz Financial Services held 1,546 shares of Avantis US Large Cap Value ETF worth $125K as of Q1 2026.
Hantz Financial Services bought 921 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $74.7K.
Avantis US Large Cap Value ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1197 holding.
Hantz Financial Services first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.