Medallion Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Medallion Wealth 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 Q1	$34.2K	Buy	424 +36	+9%	+$2.92K	0.01%	549
2025 Q4	$29.4K	Hold	388	–	–	0.01%	569
2025 Q3	$28K	Hold	388	–	–	0.01%	573
2025 Q2	$26.8K	Buy	388 +374	+2,671%	+$24.1K	0.01%	567
2025 Q1	$916	Hold	14	–	–	﹤0.01%	997
2024 Q4	$935	Buy	+14	New	+$953	﹤0.01%	937

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

Medallion Wealth Advisors's AVLV Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 9.3% in Q1 2026, buying an estimated $2.92K and bringing the position to 424 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #549.

Medallion Wealth Advisors first reported a position in AVLV in Q4 2024 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Medallion Wealth Advisors held 424 shares of Avantis US Large Cap Value ETF worth $34.2K as of Q1 2026.
Medallion Wealth Advisors bought 36 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $2.92K.
Avantis US Large Cap Value ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #549 holding.
Medallion Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.