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Mission Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Mission Wealth Management’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 		$794K Buy
8,707
+792
+10% +$69.6K 0.01% 545
2026
Q1 		$638K Sell
7,915
-464
-6% -$37.6K 0.01% 422
2025
Q4 		$635K Sell
8,379
-602
-7% -$44.3K 0.01% 435
2025
Q3 		$649K Sell
8,981
-2,962
-25% -$209K 0.01% 424
2025
Q2 		$815K Buy
+11,943
New +$769K 0.02% 362

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

Mission Wealth Management's AVLV Position: Q2 2026 in Review

Mission Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 10% in Q2 2026, buying an estimated $69.6K and bringing the position to 8,707 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #545.

Mission Wealth Management first reported a position in AVLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $815K in Q2 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Mission Wealth Management held 8,707 shares of Avantis US Large Cap Value ETF worth $794K as of Q2 2026.
  • Mission Wealth Management bought 792 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $69.6K.
  • Avantis US Large Cap Value ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #545 holding.
  • Mission Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Mission Wealth Management's Avantis US Large Cap Value ETF position peaked at $815K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.