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Prosperity Capital Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Prosperity Capital Advisors’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 		$238K Hold
2,605
– – 0.01% 382
2026
Q1 		$210K Buy
+2,605
New +$211K 0.01% 391

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Prosperity Capital Advisors's AVLV Position: Q2 2026 in Review

Prosperity Capital Advisors held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 2,605 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #382.

Prosperity Capital Advisors first reported a position in AVLV in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Prosperity Capital Advisors held 2,605 shares of Avantis US Large Cap Value ETF worth $238K as of Q2 2026.
  • Prosperity Capital Advisors left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #382 holding.
  • Prosperity Capital Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.