Leading Edge Financial Planning’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Leading Edge Financial Planning’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	$28M	Buy	347,359 +26,400	+8%	+$2.14M	5.89%	7
2025 Q4	$24.3M	Buy	320,959 +28,726	+10%	+$2.11M	5.54%	9
2025 Q3	$21.1M	Buy	292,233 +16,391	+6%	+$1.16M	5.3%	9
2025 Q2	$18.8M	Buy	275,842 +17,562	+7%	+$1.13M	5.23%	9
2025 Q1	$16.8M	Buy	258,280 +13,442	+5%	+$911K	5.26%	9
2024 Q4	$16.3M	Buy	244,838 +6,734	+3%	+$458K	5.36%	9
2024 Q3	$15.7M	Buy	238,104 +34,374	+17%	+$2.19M	5.25%	8
2024 Q2	$12.8M	Buy	203,730 +17,374	+9%	+$1.09M	5.14%	8
2024 Q1	$12M	Buy	186,356 +29,624	+19%	+$1.78M	5.3%	8
2023 Q4	$9.05M	Buy	156,732 +118,831	+314%	+$6.39M	4.7%	8
2023 Q3	$2M	Buy	+37,901	New	+$2.05M	1.28%	15

Other funds holding AVLV

PNC Financial Services Group

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

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 $45.5B AUM 21.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

American Century Companies

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

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth

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

Northwestern Mutual Wealth Management

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM