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

REAP 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 Q1	$18.5M	Buy	229,676 +20,888	+10%	+$1.69M	3.65%	7
2025 Q4	$15.8M	Buy	208,788 +14,989	+8%	+$1.1M	3.21%	7
2025 Q3	$14M	Buy	193,799 +13,816	+8%	+$976K	3.04%	8
2025 Q2	$12.3M	Sell	179,983 -2,228	-1%	-$143K	2.88%	8
2025 Q1	$11.9M	Buy	182,211 +15,466	+9%	+$1.05M	2.94%	8
2024 Q4	$11.1M	Sell	166,745 -1,504	-0.9%	-$102K	2.76%	8
2024 Q3	$11.1M	Buy	168,249 +15,651	+10%	+$996K	2.71%	9
2024 Q2	$9.59M	Buy	152,598 +23,932	+19%	+$1.5M	2.58%	11
2024 Q1	$8.27M	Buy	128,666 +45,132	+54%	+$2.7M	2.27%	11
2023 Q4	$4.82M	Buy	+83,534	New	+$4.49M	1.41%	17

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

REAP Financial Group's AVLV Position: Q1 2026 in Review

REAP Financial Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 10% in Q1 2026, buying an estimated $1.69M and bringing the position to 229,676 shares worth $18.5M. The position accounts for 3.65% of the portfolio, ranked #7.

REAP Financial Group first reported a position in AVLV in Q4 2023 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

REAP Financial Group held 229,676 shares of Avantis US Large Cap Value ETF worth $18.5M as of Q1 2026.
REAP Financial Group bought 20,888 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $1.69M.
Avantis US Large Cap Value ETF made up 3.65% of REAP Financial Group's portfolio in Q1 2026, its #7 holding.
REAP Financial Group first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.