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Impact Partnership Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-32
Closed -$1.71K – 1015
2023
Q2 		$1.71K Buy
+32
New +$1.63K ﹤0.01% 713

Other funds holding AVLV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Impact Partnership Wealth's AVLV Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2023, closing a stake of 32 shares — an estimated $1.71K sold.

Impact Partnership Wealth first reported a position in AVLV in Q2 2023 and held it in 1 quarter. The position peaked at $1.71K in Q2 2023. 142 funds tracked by Wall St. Rank hold AVLV as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Avantis US Large Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 32 Avantis US Large Cap Value ETF shares in Q3 2023, an estimated $1.71K.
  • Impact Partnership Wealth first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Avantis US Large Cap Value ETF position peaked at $1.71K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.