Insight Wealth Partners
AVIV icon

Insight Wealth Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Insight Wealth Partners’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 		$1.49M Sell
18,693
-1,150
-6% -$93.3K 0.2% 51
2026
Q2 		$1.54M Buy
19,843
+3,283
+20% +$257K 0.21% 48
2026
Q1 		$1.24M Buy
16,560
+2,056
+14% +$156K 0.17% 45
2025
Q4 		$1.03M Buy
14,504
+88
+0.6% +$6.08K 0.14% 50
2025
Q3 		$972K Buy
14,416
+2,703
+23% +$175K 0.3% 47
2025
Q2 		$729K Buy
11,713
+910
+8% +$53.9K 0.28% 56
2025
Q1 		$612K Sell
10,803
-264
-2% -$14.6K 0.1% 63
2024
Q4 		$574K Sell
11,067
-200
-2% -$10.8K 0.08% 63
2024
Q3 		$633K Sell
11,267
-326
-3% -$17.5K 0.12% 62
2024
Q2 		$608K Buy
11,593
+789
+7% +$42.5K 0.11% 57
2024
Q1 		$584K Buy
10,804
+2,176
+25% +$112K 0.1% 54
2023
Q4 		$444K Buy
8,628
+855
+11% +$41.6K 0.08% 55
2023
Q3 		$374K Buy
7,773
+2,173
+39% +$107K 0.07% 55
2023
Q2 		$272K Buy
+5,600
New +$272K 0.06% 63

Other funds holding AVIV

Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Insight Wealth Partners's AVIV Position: Q3 2026 in Review

Insight Wealth Partners reduced its Avantis International Large Cap Value ETF (AVIV) stake by 5.8% in Q3 2026, selling an estimated $93.3K and leaving 18,693 shares worth $1.49M. The position accounts for 0.2% of the portfolio, ranked #51.

Insight Wealth Partners first reported a position in AVIV in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.54M in Q2 2026. 193 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • Insight Wealth Partners held 18,693 shares of Avantis International Large Cap Value ETF worth $1.49M as of Q3 2026.
  • Insight Wealth Partners sold 1,150 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $93.3K.
  • Avantis International Large Cap Value ETF made up 0.2% of Insight Wealth Partners's portfolio in Q3 2026, its #51 holding.
  • Insight Wealth Partners first reported a position in Avantis International Large Cap Value ETF in Q2 2023 and has held it in 14 quarters since.
  • Insight Wealth Partners's Avantis International Large Cap Value ETF position peaked at $1.54M in Q2 2026.
  • 193 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.