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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
Q2 		$12.7M Sell
139,604
-2,702
-2% -$237K 5.08% 8
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

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

Keyes Stange & Wooten Wealth Management's AVLV Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Avantis US Large Cap Value ETF (AVLV) stake by 1.9% in Q2 2026, selling an estimated $237K and leaving 139,604 shares worth $12.7M. The position accounts for 5.08% of the portfolio, ranked #8.

Keyes Stange & Wooten Wealth Management first reported a position in AVLV in Q4 2023 and has held it in 11 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 139,604 shares of Avantis US Large Cap Value ETF worth $12.7M as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management sold 2,702 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $237K.
  • Avantis US Large Cap Value ETF made up 5.08% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #8 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 11 quarters since.
  • 564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.