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Legacy Capital Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Legacy Capital Wealth 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 		$742K Hold
8,136
– – 0.14% 145
2026
Q1 		$656K Hold
8,136
– – 0.14% 164
2025
Q4 		$616K Sell
8,136
-1,173
-13% -$86.3K 0.13% 165
2025
Q3 		$673K Buy
9,309
+1,038
+13% +$73.3K 0.15% 152
2025
Q2 		$564K Sell
8,271
-3,668
-31% -$236K 0.13% 168
2025
Q1 		$779K Buy
11,939
+2,677
+29% +$182K 0.19% 108
2024
Q4 		$618K Buy
+9,262
New +$630K 0.15% 135

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

Legacy Capital Wealth Partners's AVLV Position: Q2 2026 in Review

Legacy Capital Wealth Partners held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 8,136 shares worth $742K. The position accounts for 0.14% of the portfolio, ranked #145.

Legacy Capital Wealth Partners first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $779K in Q1 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Legacy Capital Wealth Partners held 8,136 shares of Avantis US Large Cap Value ETF worth $742K as of Q2 2026.
  • Legacy Capital Wealth Partners left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #145 holding.
  • Legacy Capital Wealth Partners first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Legacy Capital Wealth Partners's Avantis US Large Cap Value ETF position peaked at $779K in Q1 2025.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.