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Herold Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Herold Advisors’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
Q3 		$1.01M Buy
12,651
+1,508
+14% +$122K 0.2% 115
2026
Q2 		$864K Buy
11,143
+3,628
+48% +$284K 0.17% 131
2026
Q1 		$562K Buy
7,515
+1,164
+18% +$88.1K 0.12% 166
2025
Q4 		$452K Buy
6,351
+1,000
+19% +$69K 0.1% 179
2025
Q3 		$361K Buy
+5,351
New +$347K 0.08% 186

Other funds holding AVIV

Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Herold Advisors's AVIV Position: Q3 2026 in Review

Herold Advisors increased its Avantis International Large Cap Value ETF (AVIV) stake by 14% in Q3 2026, buying an estimated $122K and bringing the position to 12,651 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #115.

Herold Advisors first reported a position in AVIV in Q3 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • Herold Advisors held 12,651 shares of Avantis International Large Cap Value ETF worth $1.01M as of Q3 2026.
  • Herold Advisors bought 1,508 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $122K.
  • Avantis International Large Cap Value ETF made up 0.2% of Herold Advisors's portfolio in Q3 2026, its #115 holding.
  • Herold Advisors first reported a position in Avantis International Large Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
  • 32 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.