Morey & Quinn Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Morey & Quinn Wealth Partners’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	$463K	Sell	5,075 -609	-11%	-$53.5K	0.3%	80
2026 Q1	$458K	Sell	5,684 -162	-3%	-$13.1K	0.33%	77
2025 Q4	$443K	Buy	5,846 +499	+9%	+$36.7K	0.32%	77
2025 Q3	$386K	Sell	5,347 -249	-4%	-$17.6K	0.28%	85
2025 Q2	$382K	Buy	5,596 +1,361	+32%	+$87.6K	0.31%	83
2025 Q1	$276K	Buy	+4,235	New	+$287K	0.23%	102

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

Morey & Quinn Wealth Partners's AVLV Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 11% in Q2 2026, selling an estimated $53.5K and leaving 5,075 shares worth $463K. The position accounts for 0.3% of the portfolio, ranked #80.

Morey & Quinn Wealth Partners first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Morey & Quinn Wealth Partners held 5,075 shares of Avantis US Large Cap Value ETF worth $463K as of Q2 2026.
Morey & Quinn Wealth Partners sold 609 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $53.5K.
Avantis US Large Cap Value ETF made up 0.3% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #80 holding.
Morey & Quinn Wealth Partners first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.