ORBA Wealth Advisors
AVIV icon

ORBA Wealth Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

ORBA Wealth Advisors’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.57M Sell
19,690
-2,207
-10% -$179K 1.34% 22
2026
Q2 		$1.7M Buy
21,897
+1,509
+7% +$118K 1.45% 21
2026
Q1 		$1.53M Sell
20,388
-3,259
-14% -$247K 1.82% 19
2025
Q4 		$1.68M Sell
23,647
-11,039
-32% -$762K 1.46% 22
2025
Q3 		$2.34M Buy
34,686
+615
+2% +$39.8K 1.93% 18
2025
Q2 		$2.12M Sell
34,071
-8,463
-20% -$502K 1.93% 19
2025
Q1 		$2.41M Buy
42,534
+540
+1% +$29.9K 1.22% 28
2024
Q4 		$2.18M Sell
41,994
-542
-1% -$29.2K 1.14% 30
2024
Q3 		$2.39M Buy
42,536
+133
+0.3% +$7.16K 1.21% 28
2024
Q2 		$2.22M Buy
42,403
+3,166
+8% +$171K 1.15% 26
2024
Q1 		$2.12M Buy
39,237
+205
+0.5% +$10.6K 1.17% 26
2023
Q4 		$2.01M Buy
+39,032
New +$1.9M 1.2% 26

Other funds holding AVIV

Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Collective Family Office
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

ORBA Wealth Advisors's AVIV Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its Avantis International Large Cap Value ETF (AVIV) stake by 10% in Q3 2026, selling an estimated $179K and leaving 19,690 shares worth $1.57M. The position accounts for 1.34% of the portfolio, ranked #22.

ORBA Wealth Advisors first reported a position in AVIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.41M in Q1 2025. 48 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • ORBA Wealth Advisors held 19,690 shares of Avantis International Large Cap Value ETF worth $1.57M as of Q3 2026.
  • ORBA Wealth Advisors sold 2,207 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $179K.
  • Avantis International Large Cap Value ETF made up 1.34% of ORBA Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • ORBA Wealth Advisors first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • ORBA Wealth Advisors's Avantis International Large Cap Value ETF position peaked at $2.41M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.