Mount Yale Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Mount Yale 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	$8.07M	Buy	+100,112	New	+$8.12M	0.19%	119

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $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

Mount Yale Investment Advisors's AVLV Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q1 2026: 100,112 shares worth $8.07M. The stake represents 0.19% of the portfolio and ranks #119 among its holdings.

483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Mount Yale Investment Advisors held 100,112 shares of Avantis US Large Cap Value ETF worth $8.07M as of Q1 2026.
Avantis US Large Cap Value ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Avantis US Large Cap Value ETF made up 0.19% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #119 holding.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.