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Prosperity Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Prosperity Financial Group’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 		$5.21M Buy
57,070
+2,366
+4% +$208K 1.61% 13
2026
Q1 		$4.41M Sell
54,704
-5,514
-9% -$447K 1.63% 14
2025
Q4 		$4.56M Buy
60,218
+522
+0.9% +$38.4K 1.64% 16
2025
Q3 		$4.31M Sell
59,696
-120
-0.2% -$8.47K 1.58% 14
2025
Q2 		$4.08M Buy
59,816
+1,617
+3% +$104K 1.73% 12
2025
Q1 		$3.8M Buy
58,199
+9,352
+19% +$634K 1.89% 12
2024
Q4 		$3.26M Buy
48,847
+2,321
+5% +$158K 1.62% 15
2024
Q3 		$3.06M Sell
46,526
-425
-0.9% -$27.1K 1.71% 13
2024
Q2 		$2.95M Buy
46,951
+842
+2% +$52.8K 1.86% 11
2024
Q1 		$2.96M Buy
46,109
+21,905
+91% +$1.31M 1.83% 13
2023
Q4 		$1.4M Buy
24,204
+4,844
+25% +$261K 0.97% 26
2023
Q3 		$1.02M Buy
19,360
+5,885
+44% +$319K 0.84% 30
2023
Q2 		$719K Buy
13,475
+201
+2% +$10.3K 0.63% 39
2023
Q1 		$678K Buy
+13,274
New +$689K 0.69% 40

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Prosperity Financial Group's AVLV Position: Q2 2026 in Review

Prosperity Financial Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 4.3% in Q2 2026, buying an estimated $208K and bringing the position to 57,070 shares worth $5.21M. The position accounts for 1.61% of the portfolio, ranked #13.

Prosperity Financial Group first reported a position in AVLV in Q1 2023 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Prosperity Financial Group held 57,070 shares of Avantis US Large Cap Value ETF worth $5.21M as of Q2 2026.
  • Prosperity Financial Group bought 2,366 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $208K.
  • Avantis US Large Cap Value ETF made up 1.61% of Prosperity Financial Group's portfolio in Q2 2026, its #13 holding.
  • Prosperity Financial Group first reported a position in Avantis US Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.