Quantum Financial Partners
AVLV icon

Quantum Financial Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Quantum Financial Partners’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
Q3 		$8.82M Sell
97,531
-2,460
-2% -$228K 4.55% 2
2026
Q2 		$9.12M Buy
+99,991
New +$8.78M 4.66% 3

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Quantum Financial Partners's AVLV Position: Q3 2026 in Review

Quantum Financial Partners reduced its Avantis US Large Cap Value ETF (AVLV) stake by 2.5% in Q3 2026, selling an estimated $228K and leaving 97,531 shares worth $8.82M. The position accounts for 4.55% of the portfolio, ranked #2.

Quantum Financial Partners first reported a position in AVLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.12M in Q2 2026. 415 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • Quantum Financial Partners held 97,531 shares of Avantis US Large Cap Value ETF worth $8.82M as of Q3 2026.
  • Quantum Financial Partners sold 2,460 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $228K.
  • Avantis US Large Cap Value ETF made up 4.55% of Quantum Financial Partners's portfolio in Q3 2026, its #2 holding.
  • Quantum Financial Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Avantis US Large Cap Value ETF position peaked at $9.12M in Q2 2026.
  • 415 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.