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Paladin Advisory Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Paladin Advisory 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 		$5.63M Buy
61,741
+304
+0.5% +$26.7K 3.74% 4
2026
Q1 		$4.95M Buy
61,437
+438
+0.7% +$35.5K 3.77% 5
2025
Q4 		$4.62M Sell
60,999
-1,331
-2% -$97.9K 3.38% 6
2025
Q3 		$4.5M Buy
62,330
+4,655
+8% +$329K 3.51% 6
2025
Q2 		$3.93M Sell
57,675
-1,840
-3% -$118K 3% 7
2025
Q1 		$3.88M Buy
59,515
+113
+0.2% +$7.66K 3.11% 7
2024
Q4 		$3.97M Buy
59,402
+724
+1% +$49.3K 3.04% 6
2024
Q3 		$3.86M Buy
58,678
+3,582
+7% +$228K 2.85% 8
2024
Q2 		$3.46M Buy
55,096
+2,237
+4% +$140K 2.69% 9
2024
Q1 		$3.39M Buy
52,859
+2,590
+5% +$155K 2.68% 9
2023
Q4 		$2.9M Buy
+50,269
New +$2.7M 2.4% 12

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Paladin Advisory Group's AVLV Position: Q2 2026 in Review

Paladin Advisory Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.49% in Q2 2026, buying an estimated $26.7K and bringing the position to 61,741 shares worth $5.63M. The position accounts for 3.74% of the portfolio, ranked #4.

Paladin Advisory Group first reported a position in AVLV in Q4 2023 and has held it in 11 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Paladin Advisory Group held 61,741 shares of Avantis US Large Cap Value ETF worth $5.63M as of Q2 2026.
  • Paladin Advisory Group bought 304 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $26.7K.
  • Avantis US Large Cap Value ETF made up 3.74% of Paladin Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Paladin Advisory Group first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.