Prosperitas Financial’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Prosperitas Financial’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 Q1	$349K	Sell	4,669 -50	-1%	-$3.79K	0.13%	63
2025 Q4	$336K	Sell	4,719 -25	-0.5%	-$1.73K	0.13%	59
2025 Q3	$320K	Buy	4,744 +100	+2%	+$6.48K	0.13%	53
2025 Q2	$289K	Buy	4,644 +124	+3%	+$7.35K	0.14%	47
2025 Q1	$256K	Buy	4,520 +80	+2%	+$4.42K	0.13%	47
2024 Q4	$230K	Buy	+4,440	New	+$239K	0.12%	56

Other funds holding AVIV

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

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

IWP

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

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

BDWCC

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AFGAS

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

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Prosperitas Financial's AVIV Position: Q1 2026 in Review

Prosperitas Financial reduced its Avantis International Large Cap Value ETF (AVIV) stake by 1.1% in Q1 2026, selling an estimated $3.79K and leaving 4,669 shares worth $349K. The position accounts for 0.13% of the portfolio, ranked #63.

Prosperitas Financial first reported a position in AVIV in Q4 2024 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

Prosperitas Financial held 4,669 shares of Avantis International Large Cap Value ETF worth $349K as of Q1 2026.
Prosperitas Financial sold 50 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $3.79K.
Avantis International Large Cap Value ETF made up 0.13% of Prosperitas Financial's portfolio in Q1 2026, its #63 holding.
Prosperitas Financial first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
184 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.