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Johnson Financial Group Inc (Wisconsin)’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$16.2K Buy
+178
New +$15.6K ﹤0.01% 595
2026
Q1 		– Sell
-25
Closed -$1.9K – 902
2025
Q4 		$1.9K Buy
+25
New +$1.84K ﹤0.01% 825

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Johnson Financial Group Inc (Wisconsin)'s AVLV Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 178 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in AVLV as recently as Q4 2025.

Johnson Financial Group Inc (Wisconsin) first reported a position in AVLV in Q4 2025 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 178 shares of Avantis US Large Cap Value ETF worth $16.2K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #595 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.