Private Wealth Asset Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Private Wealth Asset Management’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
2026 Q2	$5.26M	Buy	67,797 +9,176	+16%	+$718K	0.51%	43
2026 Q1	$4.39M	Buy	58,621 +41,947	+252%	+$3.18M	0.47%	44
2025 Q4	$1.19M	Buy	+16,674	New	+$1.15M	0.13%	114

Other funds holding AVIV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Private Wealth Asset Management's AVIV Position: Q2 2026 in Review

Private Wealth Asset Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 16% in Q2 2026, buying an estimated $718K and bringing the position to 67,797 shares worth $5.26M. The position accounts for 0.51% of the portfolio, ranked #43.

Private Wealth Asset Management first reported a position in AVIV in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Private Wealth Asset Management held 67,797 shares of Avantis International Large Cap Value ETF worth $5.26M as of Q2 2026.
Private Wealth Asset Management bought 9,176 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $718K.
Avantis International Large Cap Value ETF made up 0.51% of Private Wealth Asset Management's portfolio in Q2 2026, its #43 holding.
Private Wealth Asset Management first reported a position in Avantis International Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.