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Midwest Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Midwest Financial Group’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 		$7.29M Buy
79,903
+10,139
+15% +$891K 2.56% 11
2026
Q1 		$5.62M Buy
69,764
+2,235
+3% +$181K 2.4% 10
2025
Q4 		$5.12M Buy
67,529
+2,532
+4% +$186K 2.26% 12
2025
Q3 		$4.7M Buy
64,997
+1,934
+3% +$137K 2.24% 13
2025
Q2 		$4.3M Sell
63,063
-61
-0.1% -$3.93K 2.26% 13
2025
Q1 		$4.12M Sell
63,124
-1,318
-2% -$89.4K 2.39% 12
2024
Q4 		$4.3M Buy
64,442
+6,725
+12% +$458K 2.47% 12
2024
Q3 		$3.8M Buy
57,717
+7,079
+14% +$451K 2.23% 14
2024
Q2 		$3.18M Buy
+50,638
New +$3.17M 2.02% 15

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

Midwest Financial Group's AVLV Position: Q2 2026 in Review

Midwest Financial Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 15% in Q2 2026, buying an estimated $891K and bringing the position to 79,903 shares worth $7.29M. The position accounts for 2.56% of the portfolio, ranked #11.

Midwest Financial Group first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Midwest Financial Group held 79,903 shares of Avantis US Large Cap Value ETF worth $7.29M as of Q2 2026.
  • Midwest Financial Group bought 10,139 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $891K.
  • Avantis US Large Cap Value ETF made up 2.56% of Midwest Financial Group's portfolio in Q2 2026, its #11 holding.
  • Midwest Financial Group first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.