PrairieView Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

PrairieView Partners’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
2025 Q2	$84.1M	Buy	1,232,715 +27,271	+2%	+$1.76M	8.13%	3
2025 Q1	$78.6M	Sell	1,205,444 -24,147	-2%	-$1.64M	8.2%	3
2024 Q4	$82.1M	Buy	1,229,591 +886,083	+258%	+$60.3M	8.58%	3
2024 Q3	$22.6M	Buy	343,508 +230,180	+203%	+$14.7M	2.35%	13
2024 Q2	$7.12M	Sell	113,328 -834	-0.7%	-$52.3K	0.8%	18
2024 Q1	$7.34M	Buy	114,162 +8,109	+8%	+$486K	0.84%	19
2023 Q4	$6.13M	Buy	106,053 +18,374	+21%	+$988K	0.76%	22
2023 Q3	$4.62M	Buy	87,679 +5,158	+6%	+$280K	0.63%	24
2023 Q2	$4.4M	Buy	82,521 +3,863	+5%	+$197K	0.58%	25
2023 Q1	$4.02M	Buy	78,658 +2,849	+4%	+$148K	0.55%	27
2022 Q4	$3.8M	Buy	75,809 +1,483	+2%	+$74.3K	0.56%	28
2022 Q3	$3.3M	Buy	74,326 +16,820	+29%	+$815K	0.54%	33
2022 Q2	$2.65M	Buy	57,506 +38,861	+208%	+$1.98M	0.41%	37
2022 Q1	$1.01M	Buy	+18,645	New	+$987K	0.14%	51

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PrairieView Partners's AVLV Position: Q2 2025 in Review

PrairieView Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 2.3% in Q2 2025, buying an estimated $1.76M and bringing the position to 1,232,715 shares worth $84.1M. The position accounts for 8.13% of the portfolio, ranked #3.

PrairieView Partners first reported a position in AVLV in Q1 2022 and has held it in 14 quarters since. 374 funds tracked by Wall St. Rank hold AVLV as of Q2 2025.

PrairieView Partners held 1,232,715 shares of Avantis US Large Cap Value ETF worth $84.1M as of Q2 2025.
PrairieView Partners bought 27,271 Avantis US Large Cap Value ETF shares in Q2 2025, an estimated $1.76M.
Avantis US Large Cap Value ETF made up 8.13% of PrairieView Partners's portfolio in Q2 2025, its #3 holding.
PrairieView Partners first reported a position in Avantis US Large Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
374 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.