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Principal Securities’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Principal Securities’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,035
Closed -$69.8K – 1515
2025
Q3 		$69.8K Sell
1,035
-19
-2% -$1.23K ﹤0.01% 1780
2025
Q2 		$65.6K Sell
1,054
-167
-14% -$9.9K ﹤0.01% 1743
2025
Q1 		$63.4K Hold
1,221
– – ﹤0.01% 1650
2024
Q4 		$63.4K Sell
1,221
-75
-6% -$4.04K ﹤0.01% 1650
2024
Q3 		$72.8K Buy
+1,296
New +$69.8K ﹤0.01% 1535

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return

Principal Securities's AVIV Position: Q4 2025 in Review

Principal Securities sold out of Avantis International Large Cap Value ETF (AVIV) in Q4 2025, closing a stake of 1,035 shares — an estimated $69.8K sold.

Principal Securities first reported a position in AVIV in Q3 2024 and held it in 5 quarters. The position peaked at $72.8K in Q3 2024. 169 funds tracked by Wall St. Rank hold AVIV as of Q4 2025.

  • Principal Securities reported no remaining Avantis International Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,035 Avantis International Large Cap Value ETF shares in Q4 2025, an estimated $69.8K.
  • Principal Securities first reported a position in Avantis International Large Cap Value ETF in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Avantis International Large Cap Value ETF position peaked at $72.8K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.