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Pittenger & Anderson Inc’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Pittenger & Anderson Inc’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 		– Sell
-52
Closed -$4.19K – 515
2026
Q1 		$4.19K Buy
+52
New +$4.22K ﹤0.01% 439

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Envestnet Asset Management
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Wealth Enhancement Advisory Services
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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

Pittenger & Anderson Inc's AVLV Position: Q2 2026 in Review

Pittenger & Anderson Inc sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 52 shares — an estimated $4.19K sold.

Pittenger & Anderson Inc first reported a position in AVLV in Q1 2026 and held it in 1 quarter. The position peaked at $4.19K in Q1 2026. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Pittenger & Anderson Inc reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 52 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $4.19K.
  • Pittenger & Anderson Inc first reported a position in Avantis US Large Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Pittenger & Anderson Inc's Avantis US Large Cap Value ETF position peaked at $4.19K in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.