LEA
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Legacy Edge Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Legacy Edge Advisors’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 		– Sell
-32,899
Closed -$2.65M – 200
2026
Q1 		$2.65M Buy
32,899
+5,245
+19% +$425K 0.28% 51
2025
Q4 		$2.1M Buy
+27,654
New +$2.03M 0.23% 57

Other funds holding AVLV

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Legacy Edge Advisors's AVLV Position: Q2 2026 in Review

Legacy Edge Advisors sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 32,899 shares — an estimated $2.65M sold.

Legacy Edge Advisors first reported a position in AVLV in Q4 2025 and held it in 2 quarters. The position peaked at $2.65M in Q1 2026. 417 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Legacy Edge Advisors reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 32,899 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $2.65M.
  • Legacy Edge Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's Avantis US Large Cap Value ETF position peaked at $2.65M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.