Nations Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Nations Financial Group’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	$11.8M	Buy	129,630 +6,283	+5%	+$552K	0.56%	33
2026 Q1	$9.94M	Buy	123,347 +5,366	+5%	+$435K	0.51%	36
2025 Q4	$8.94M	Buy	117,981 +11,293	+11%	+$831K	0.47%	40
2025 Q3	$7.71M	Buy	106,688 +7,767	+8%	+$549K	0.48%	42
2025 Q2	$6.75M	Buy	98,921 +11,752	+13%	+$757K	0.46%	44
2025 Q1	$5.68M	Buy	87,169 +26,813	+44%	+$1.82M	0.43%	50
2024 Q4	$4.03M	Buy	60,356 +26,984	+81%	+$1.84M	0.29%	86
2024 Q3	$2.2M	Buy	33,372 +14,131	+73%	+$899K	0.16%	155
2024 Q2	$1.21M	Buy	+19,241	New	+$1.21M	0.1%	226

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

Nations Financial Group's AVLV Position: Q2 2026 in Review

Nations Financial Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 5.1% in Q2 2026, buying an estimated $552K and bringing the position to 129,630 shares worth $11.8M. The position accounts for 0.56% of the portfolio, ranked #33.

Nations Financial Group first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Nations Financial Group held 129,630 shares of Avantis US Large Cap Value ETF worth $11.8M as of Q2 2026.
Nations Financial Group bought 6,283 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $552K.
Avantis US Large Cap Value ETF made up 0.56% of Nations Financial Group's portfolio in Q2 2026, its #33 holding.
Nations Financial Group first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.