Keyes Stange & Wooten Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Keyes Stange & Wooten Wealth Management’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 Q1	$11.5M	Buy	142,306 +2,989	+2%	+$242K	5.12%	9
2025 Q4	$10.6M	Sell	139,317 -1,556	-1%	-$114K	5%	9
2025 Q3	$10.2M	Buy	140,873 +1,537	+1%	+$109K	4.93%	9
2025 Q2	$9.5M	Buy	139,336 +2,973	+2%	+$191K	4.93%	9
2025 Q1	$8.89M	Buy	136,363 +745	+0.5%	+$50.5K	5.06%	8
2024 Q4	$9.06M	Buy	135,618 +3,481	+3%	+$237K	5.34%	8
2024 Q3	$8.7M	Buy	132,137 +2,341	+2%	+$149K	5.16%	8
2024 Q2	$8.16M	Sell	129,796 -3,412	-3%	-$214K	5.68%	7
2024 Q1	$8.56M	Sell	133,208 -5,756	-4%	-$345K	7.54%	4
2023 Q4	$8.03M	Buy	+138,964	New	+$7.47M	8.53%	3

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Keyes Stange & Wooten Wealth Management's AVLV Position: Q1 2026 in Review

Keyes Stange & Wooten Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 2.1% in Q1 2026, buying an estimated $242K and bringing the position to 142,306 shares worth $11.5M. The position accounts for 5.12% of the portfolio, ranked #9.

Keyes Stange & Wooten Wealth Management first reported a position in AVLV in Q4 2023 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Keyes Stange & Wooten Wealth Management held 142,306 shares of Avantis US Large Cap Value ETF worth $11.5M as of Q1 2026.
Keyes Stange & Wooten Wealth Management bought 2,989 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $242K.
Avantis US Large Cap Value ETF made up 5.12% of Keyes Stange & Wooten Wealth Management's portfolio in Q1 2026, its #9 holding.
Keyes Stange & Wooten Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.