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 Q2	$507K	Buy	5,559 +517	+10%	+$45.4K	﹤0.01%	541
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Moneta Group Investment Advisors's AVLV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 10% in Q2 2026, buying an estimated $45.4K and bringing the position to 5,559 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Moneta Group Investment Advisors first reported a position in AVLV in Q4 2024 and has held it in 6 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Moneta Group Investment Advisors held 5,559 shares of Avantis US Large Cap Value ETF worth $507K as of Q2 2026.
Moneta Group Investment Advisors bought 517 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $45.4K.
Avantis US Large Cap Value ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #541 holding.
Moneta Group Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.