MOTCO’s Avantis US Large Cap Value ETF AVLV Stock Holding History

MOTCO’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 Q3	$24.9K	Buy	+275	New	+$25.5K	﹤0.01%	413

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

MOTCO's AVLV Position: Q3 2026 in Review

MOTCO opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 275 shares worth $24.9K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

473 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

MOTCO held 275 shares of Avantis US Large Cap Value ETF worth $24.9K as of Q3 2026.
Avantis US Large Cap Value ETF was a new MOTCO position in Q3 2026.
Avantis US Large Cap Value ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #413 holding.
473 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.