Linscomb Wealth’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Linscomb Wealth’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.3M	Sell	257,812 -16,355	-6%	-$1.24M	0.86%	18
2025 Q4	$19.5M	Buy	274,167 +41,918	+18%	+$2.89M	0.82%	17
2025 Q3	$15.7M	Buy	232,249 +71,374	+44%	+$4.62M	0.67%	23
2025 Q2	$10M	Buy	160,875 +19,103	+13%	+$1.13M	0.46%	48
2025 Q1	$8.04M	Buy	141,772 +38,137	+37%	+$2.11M	0.4%	60
2024 Q4	$5.38M	Buy	103,635 +53,441	+106%	+$2.88M	0.27%	86
2024 Q3	$2.82M	Buy	50,194 +45,066	+879%	+$2.43M	0.14%	119
2024 Q2	$269K	Buy	+5,128	New	+$276K	0.01%	254

Other funds holding AVIV

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Linscomb Wealth's AVIV Position: Q1 2026 in Review

Linscomb Wealth reduced its Avantis International Large Cap Value ETF (AVIV) stake by 6% in Q1 2026, selling an estimated $1.24M and leaving 257,812 shares worth $19.3M. The position accounts for 0.86% of the portfolio, ranked #18.

Linscomb Wealth first reported a position in AVIV in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.5M in Q4 2025. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

Linscomb Wealth held 257,812 shares of Avantis International Large Cap Value ETF worth $19.3M as of Q1 2026.
Linscomb Wealth sold 16,355 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $1.24M.
Avantis International Large Cap Value ETF made up 0.86% of Linscomb Wealth's portfolio in Q1 2026, its #18 holding.
Linscomb Wealth first reported a position in Avantis International Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
Linscomb Wealth's Avantis International Large Cap Value ETF position peaked at $19.5M in Q4 2025.
183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.