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Kiker Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Kiker 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
2025
Q2 		– Sell
-1,636
Closed -$107K – 645
2025
Q1 		$107K Buy
+1,636
New +$111K 0.07% 125

Other funds holding AVLV

PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Kiker Wealth Management's AVLV Position: Q2 2025 in Review

Kiker Wealth Management sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2025, closing a stake of 1,636 shares — an estimated $107K sold.

Kiker Wealth Management first reported a position in AVLV in Q1 2025 and held it in 1 quarter. The position peaked at $107K in Q1 2025. 374 funds tracked by Wall St. Rank hold AVLV as of Q2 2025.

  • Kiker Wealth Management reported no remaining Avantis US Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 1,636 Avantis US Large Cap Value ETF shares in Q2 2025, an estimated $107K.
  • Kiker Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Avantis US Large Cap Value ETF position peaked at $107K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.