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SHFA
SC&H Financial Advisors’s
Avantis US Large Cap Value ETF
AVLV
Stock Holding History
SC&H Financial 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
Q1
$2.01M
Buy
24,932
+5,933
+31%
+$481K
0.3%
43
2025
Q4
$1.44M
Sell
18,999
-4,512
-19%
-$332K
0.22%
54
2025
Q3
$1.7M
Buy
23,511
+58
+0.2%
+$4.1K
0.28%
46
2025
Q2
$1.6M
Sell
23,453
-379
-2%
-$24.4K
0.27%
48
2025
Q1
$1.55M
Buy
23,832
+95
+0.4%
+$6.44K
0.31%
45
2024
Q4
$1.58M
Buy
23,737
+106
+0.4%
+$7.21K
0.33%
42
2024
Q3
$1.56M
Buy
23,631
+98
+0.4%
+$6.24K
0.34%
44
2024
Q2
$1.48M
Buy
23,533
+97
+0.4%
+$6.08K
0.36%
43
2024
Q1
$1.51M
Buy
23,436
+81
+0.3%
+$4.85K
0.39%
40
2023
Q4
$1.35M
Buy
23,355
+122
+0.5%
+$6.56K
0.39%
42
2023
Q3
$1.22M
Buy
23,233
+102
+0.4%
+$5.53K
0.41%
42
2023
Q2
$1.23M
Buy
23,131
+110
+0.5%
+$5.62K
0.41%
44
2023
Q1
$1.18M
Buy
23,021
+131
+0.6%
+$6.8K
0.43%
45
2022
Q4
$1.15M
Buy
22,890
+137
+0.6%
+$6.87K
0.48%
46
2022
Q3
$1.01M
Buy
22,753
+3,098
+16%
+$150K
0.51%
45
2022
Q2
$906K
Buy
+19,655
New
+$1M
0.42%
49
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
$59.6B AUM
29.42%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Cerity Partners
New York
$70.5B 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
$1.09B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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