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Key Financial Inc’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Key Financial 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 		$10.9K Buy
+120
New +$10.5K ﹤0.01% 849
2026
Q1 		– Sell
-23
Closed -$1.74K – 1398
2025
Q4 		$1.74K Buy
+23
New +$1.69K ﹤0.01% 1189

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Key Financial Inc's AVLV Position: Q2 2026 in Review

Key Financial Inc opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 120 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Key Financial Inc previously reported a position in AVLV as recently as Q4 2025.

Key Financial Inc first reported a position in AVLV in Q4 2025 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Key Financial Inc held 120 shares of Avantis US Large Cap Value ETF worth $10.9K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Key Financial Inc position in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #849 holding.
  • Key Financial Inc first reported a position in Avantis US Large Cap Value ETF in Q4 2025 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 Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.