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

IFP 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
Q1 		$52.2K Hold
697
– – ﹤0.01% 2217
2025
Q4 		$49.6K Hold
697
– – ﹤0.01% 2193
2025
Q3 		$47K Buy
697
+597
+597% +$38.7K ﹤0.01% 2101
2025
Q2 		$6.22K Hold
100
– – ﹤0.01% 3216
2025
Q1 		$5.67K Hold
100
– – ﹤0.01% 2789
2024
Q4 		$5.19K Hold
100
– – ﹤0.01% 2779
2024
Q3 		$5.61K Hold
100
– – ﹤0.01% 2629
2024
Q2 		$5.24K Hold
100
– – ﹤0.01% 2543
2024
Q1 		$5.41K Hold
100
– – ﹤0.01% 2433
2023
Q4 		$5.15K Sell
100
-701
-88% -$34.1K ﹤0.01% 2414
2023
Q3 		$38.6K Sell
801
-262
-25% -$12.8K ﹤0.01% 1664
2023
Q2 		$51.7K Hold
1,063
– – ﹤0.01% 1586
2023
Q1 		$53.1K Buy
+1,063
New +$50.9K ﹤0.01% 1544
2022
Q4 		– Sell
-200
Closed -$10K – 4607
2022
Q3 		$10K Hold
200
– – ﹤0.01% 3617
2022
Q2 		$10K Hold
200
– – ﹤0.01% 3375
2022
Q1 		$10K Buy
+200
New +$10.1K ﹤0.01% 3375

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return