MB Generational Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

MB Generational Wealth’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	$10.2M	Sell	126,993 -42	-0%	-$3.41K	5.66%	6
2025 Q4	$9.63M	Buy	127,035 +306	+0.2%	+$22.5K	5.1%	6
2025 Q3	$9.16M	Buy	+126,729	New	+$8.95M	5.82%	6
2025 Q1	$8.71M	Sell	133,529 -568	-0.4%	-$38.5K	6.5%	6
2024 Q4	$8.95M	Sell	134,097 -650	-0.5%	-$44.2K	6.57%	6
2024 Q3	$8.87M	Buy	134,747 +630	+0.5%	+$40.1K	6.39%	6
2024 Q2	$8.43M	Buy	134,117 +1,595	+1%	+$100K	6.53%	6
2024 Q1	$8.52M	Buy	132,522 +16,030	+14%	+$961K	6.68%	6
2023 Q4	$6.73M	Buy	+116,492	New	+$6.26M	6.31%	6

Other funds holding AVLV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MB Generational Wealth's AVLV Position: Q1 2026 in Review

MB Generational Wealth reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.03% in Q1 2026, selling an estimated $3.41K and leaving 126,993 shares worth $10.2M. The position accounts for 5.66% of the portfolio, ranked #6.

MB Generational Wealth first reported a position in AVLV in Q4 2023 and has held it in 9 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

MB Generational Wealth held 126,993 shares of Avantis US Large Cap Value ETF worth $10.2M as of Q1 2026.
MB Generational Wealth sold 42 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $3.41K.
Avantis US Large Cap Value ETF made up 5.66% of MB Generational Wealth's portfolio in Q1 2026, its #6 holding.
MB Generational Wealth first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.