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

PlanWiser Financial’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	$1.95M	Sell	21,368 -175	-0.8%	-$15.4K	1.35%	27
2026 Q1	$1.82M	Sell	21,543 -57,938	-73%	-$4.7M	1.32%	23
2025 Q4	$6.34M	Buy	79,481 +1,708	+2%	+$126K	4.74%	6
2025 Q3	$5.66M	Buy	77,773 +813	+1%	+$57.4K	4.49%	5
2025 Q2	$5.41M	Sell	76,960 -1,194	-2%	-$76.9K	4.61%	6
2025 Q1	$4.94M	Buy	+78,154	New	+$5.3M	4.47%	6

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

PlanWiser Financial's AVLV Position: Q2 2026 in Review

PlanWiser Financial reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.81% in Q2 2026, selling an estimated $15.4K and leaving 21,368 shares worth $1.95M. The position accounts for 1.35% of the portfolio, ranked #27.

PlanWiser Financial first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.34M in Q4 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

PlanWiser Financial held 21,368 shares of Avantis US Large Cap Value ETF worth $1.95M as of Q2 2026.
PlanWiser Financial sold 175 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $15.4K.
Avantis US Large Cap Value ETF made up 1.35% of PlanWiser Financial's portfolio in Q2 2026, its #27 holding.
PlanWiser Financial first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's Avantis US Large Cap Value ETF position peaked at $6.34M in Q4 2025.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.