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IFP Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

IFP Advisors’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 		$140K Buy
1,533
+2
+0.1% +$176 ﹤0.01% 1748
2026
Q1 		$123K Buy
1,531
+6
+0.4% +$487 ﹤0.01% 1694
2025
Q4 		$116K Buy
1,525
+202
+15% +$14.9K ﹤0.01% 1705
2025
Q3 		$95.6K Buy
1,323
+2
+0.2% +$141 ﹤0.01% 1708
2025
Q2 		$90.1K Buy
1,321
+250
+23% +$16.1K ﹤0.01% 1693
2025
Q1 		$69.9K Buy
1,071
+144
+16% +$9.76K ﹤0.01% 1723
2024
Q4 		$61.8K Sell
927
-72
-7% -$4.9K ﹤0.01% 1718
2024
Q3 		$65.8K Buy
999
+613
+159% +$39K ﹤0.01% 1600
2024
Q2 		$24.3K Buy
+386
New +$24.2K ﹤0.01% 1993
2023
Q4 		– Sell
-425
Closed -$22.4K – 3065
2023
Q3 		$22.4K Buy
+425
New +$23K ﹤0.01% 1885

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

IFP Advisors's AVLV Position: Q2 2026 in Review

IFP Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.13% in Q2 2026, buying an estimated $176 and bringing the position to 1,533 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

IFP Advisors first reported a position in AVLV in Q3 2023 and has held it in 10 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • IFP Advisors held 1,533 shares of Avantis US Large Cap Value ETF worth $140K as of Q2 2026.
  • IFP Advisors bought 2 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $176.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1748 holding.
  • IFP Advisors first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 10 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.