Kings Path Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Kings Path Partners’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 Q3	$13.9M	Sell	154,050 -9,437	-6%	-$876K	3.66%	9
2026 Q2	$14.9M	Buy	163,487 +23,756	+17%	+$2.09M	3.97%	8
2026 Q1	$11.3M	Sell	139,731 -1,540	-1%	-$125K	3.87%	9
2025 Q4	$10.7M	Buy	141,271 +6,591	+5%	+$485K	3.75%	9
2025 Q3	$9.7M	Buy	134,680 +13,412	+11%	+$947K	3.59%	10
2025 Q2	$8.27M	Buy	121,268 +31,702	+35%	+$2.04M	3.33%	11
2025 Q1	$5.84M	Buy	89,566 +7,335	+9%	+$497K	2.86%	11
2024 Q4	$5.49M	Buy	82,231 +19,121	+30%	+$1.3M	2.34%	11
2024 Q3	$4.15M	Buy	63,110 +4,017	+7%	+$256K	1.74%	13
2024 Q2	$3.71M	Buy	+59,093	New	+$3.7M	1.75%	12

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Kings Path Partners's AVLV Position: Q3 2026 in Review

Kings Path Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 5.8% in Q3 2026, selling an estimated $876K and leaving 154,050 shares worth $13.9M. The position accounts for 3.66% of the portfolio, ranked #9.

Kings Path Partners first reported a position in AVLV in Q2 2024 and has held it in 10 quarters since. The position peaked at $14.9M in Q2 2026. 199 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Kings Path Partners held 154,050 shares of Avantis US Large Cap Value ETF worth $13.9M as of Q3 2026.
Kings Path Partners sold 9,437 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $876K.
Avantis US Large Cap Value ETF made up 3.66% of Kings Path Partners's portfolio in Q3 2026, its #9 holding.
Kings Path Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's Avantis US Large Cap Value ETF position peaked at $14.9M in Q2 2026.
199 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.