Kachkovsky & Fisher Inc’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Kachkovsky & Fisher Inc’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	$1.27M	Buy	+13,881	New	+$1.22M	1.22%	23

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 22.9% 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

Kachkovsky & Fisher Inc's AVLV Position: Q2 2026 in Review

Kachkovsky & Fisher Inc opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 13,881 shares worth $1.27M. The stake represents 1.22% of the portfolio and ranks #23 among its holdings.

567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Kachkovsky & Fisher Inc held 13,881 shares of Avantis US Large Cap Value ETF worth $1.27M as of Q2 2026.
Avantis US Large Cap Value ETF was a new Kachkovsky & Fisher Inc position in Q2 2026.
Avantis US Large Cap Value ETF made up 1.22% of Kachkovsky & Fisher Inc's portfolio in Q2 2026, its #23 holding.
567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Kachkovsky & Fisher Inc's 13F filing for Q2 2026, filed 8 Sep 2026.