Hazlett, Burt & Watson’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Hazlett, Burt & Watson’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	$320K	Buy	4,002 +1,247	+45%	+$101K	0.1%	198
2025 Q4	$209K	Buy	2,755 +1,972	+252%	+$145K	0.07%	246
2025 Q3	$56K	Buy	783 +1	+0.1%	+$71	0.02%	400
2025 Q2	$54K	Buy	782 +762	+3,810%	+$49.1K	0.02%	362
2025 Q1	$1K	Buy	+20	New	+$1.36K	﹤0.01%	750

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

Hazlett, Burt & Watson's AVLV Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Avantis US Large Cap Value ETF (AVLV) stake by 45% in Q1 2026, buying an estimated $101K and bringing the position to 4,002 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #198.

Hazlett, Burt & Watson first reported a position in AVLV in Q1 2025 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Hazlett, Burt & Watson held 4,002 shares of Avantis US Large Cap Value ETF worth $320K as of Q1 2026.
Hazlett, Burt & Watson bought 1,247 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $101K.
Avantis US Large Cap Value ETF made up 0.1% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #198 holding.
Hazlett, Burt & Watson first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.