KMG Fiduciary Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

KMG Fiduciary 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 Q2	$271K	Sell	2,966 -110,172	-97%	-$9.68M	0.03%	188
2026 Q1	$9.12M	Sell	113,138 -10,848	-9%	-$880K	0.67%	41
2025 Q4	$9.39M	Buy	123,986 +826	+0.7%	+$60.8K	0.67%	42
2025 Q3	$8.9M	Buy	123,160 +2,002	+2%	+$141K	0.6%	45
2025 Q2	$8.26M	Buy	121,158 +6,819	+6%	+$439K	0.61%	47
2025 Q1	$7.46M	Buy	114,339 +12,544	+12%	+$850K	0.62%	45
2024 Q4	$6.8M	Buy	101,795 +6,416	+7%	+$437K	0.56%	49
2024 Q3	$6.28M	Buy	95,379 +75,264	+374%	+$4.79M	0.54%	51
2024 Q2	$1.26M	Buy	+20,115	New	+$1.26M	0.12%	132

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

KMG Fiduciary Partners's AVLV Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 97% in Q2 2026, selling an estimated $9.68M and leaving 2,966 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #188.

KMG Fiduciary Partners first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.39M in Q4 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

KMG Fiduciary Partners held 2,966 shares of Avantis US Large Cap Value ETF worth $271K as of Q2 2026.
KMG Fiduciary Partners sold 110,172 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $9.68M.
Avantis US Large Cap Value ETF made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #188 holding.
KMG Fiduciary Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
KMG Fiduciary Partners's Avantis US Large Cap Value ETF position peaked at $9.39M in Q4 2025.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.