Parkshore Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Parkshore Wealth Management’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	$1.94M	Sell	21,475 -1,609	-7%	-$149K	0.49%	23
2026 Q2	$2.11M	Sell	23,084 -550	-2%	-$48.3K	0.6%	22
2026 Q1	$1.91M	Sell	23,634 -130	-0.5%	-$10.5K	0.64%	22
2025 Q4	$1.8M	Buy	23,764 +89	+0.4%	+$6.55K	0.68%	21
2025 Q3	$1.71M	Sell	23,675 -1,069	-4%	-$75.5K	0.7%	23
2025 Q2	$1.69M	Sell	24,744 -3,478	-12%	-$224K	0.82%	24
2025 Q1	$1.84M	Buy	28,222 +372	+1%	+$25.2K	1.07%	22
2024 Q4	$1.86M	Buy	+27,850	New	+$1.89M	1.12%	23

Other funds holding AVLV

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

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

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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Parkshore Wealth Management's AVLV Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Avantis US Large Cap Value ETF (AVLV) stake by 7% in Q3 2026, selling an estimated $149K and leaving 21,475 shares worth $1.94M. The position accounts for 0.49% of the portfolio, ranked #23.

Parkshore Wealth Management first reported a position in AVLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.11M in Q2 2026. 197 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Parkshore Wealth Management held 21,475 shares of Avantis US Large Cap Value ETF worth $1.94M as of Q3 2026.
Parkshore Wealth Management sold 1,609 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $149K.
Avantis US Large Cap Value ETF made up 0.49% of Parkshore Wealth Management's portfolio in Q3 2026, its #23 holding.
Parkshore Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Avantis US Large Cap Value ETF position peaked at $2.11M in Q2 2026.
197 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.