Moneta Group Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Moneta Group Investment 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	$406K	Sell	5,042 -950	-16%	-$77K	﹤0.01%	559
2025 Q4	$454K	Buy	+5,992	New	+$441K	﹤0.01%	526
2025 Q3	–	Sell	-3,312	Closed	-$226K	–	793
2025 Q2	$226K	Sell	3,312 -171	-5%	-$11K	﹤0.01%	634
2025 Q1	$227K	Buy	3,483 +195	+6%	+$13.2K	﹤0.01%	600
2024 Q4	$220K	Buy	+3,288	New	+$224K	﹤0.01%	609

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

Moneta Group Investment Advisors's AVLV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 16% in Q1 2026, selling an estimated $77K and leaving 5,042 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Moneta Group Investment Advisors first reported a position in AVLV in Q4 2024 and has held it in 5 quarters since. The position peaked at $454K in Q4 2025. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Moneta Group Investment Advisors held 5,042 shares of Avantis US Large Cap Value ETF worth $406K as of Q1 2026.
Moneta Group Investment Advisors sold 950 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $77K.
Avantis US Large Cap Value ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #559 holding.
Moneta Group Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
Moneta Group Investment Advisors's Avantis US Large Cap Value ETF position peaked at $454K in Q4 2025.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.