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 Q2	$574K	Buy	6,277 +2,275	+57%	+$200K	0.15%	147
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

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

Hazlett, Burt & Watson's AVLV Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Avantis US Large Cap Value ETF (AVLV) stake by 57% in Q2 2026, buying an estimated $200K and bringing the position to 6,277 shares worth $574K. The position accounts for 0.15% of the portfolio, ranked #147.

Hazlett, Burt & Watson first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Hazlett, Burt & Watson held 6,277 shares of Avantis US Large Cap Value ETF worth $574K as of Q2 2026.
Hazlett, Burt & Watson bought 2,275 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $200K.
Avantis US Large Cap Value ETF made up 0.15% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #147 holding.
Hazlett, Burt & Watson first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.