Insigneo Advisory Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Insigneo Advisory Services’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	$853K	Buy	9,354 +4,744	+103%	+$417K	0.03%	346
2026 Q1	$372K	Buy	+4,610	New	+$374K	0.03%	446

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Insigneo Advisory Services's AVLV Position: Q2 2026 in Review

Insigneo Advisory Services increased its Avantis US Large Cap Value ETF (AVLV) stake by 103% in Q2 2026, buying an estimated $417K and bringing the position to 9,354 shares worth $853K. The position accounts for 0.03% of the portfolio, ranked #346.

Insigneo Advisory Services first reported a position in AVLV in Q1 2026 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Insigneo Advisory Services held 9,354 shares of Avantis US Large Cap Value ETF worth $853K as of Q2 2026.
Insigneo Advisory Services bought 4,744 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $417K.
Avantis US Large Cap Value ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #346 holding.
Insigneo Advisory Services first reported a position in Avantis US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.