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ShoreHaven Wealth Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

ShoreHaven Wealth 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
Q2 		$34M Buy
372,316
+22,468
+6% +$1.97M 10.68% 2
2026
Q1 		$28.2M Buy
349,848
+31,804
+10% +$2.58M 10.13% 2
2025
Q4 		$24.1M Buy
318,044
+48,148
+18% +$3.54M 8.66% 2
2025
Q3 		$19.5M Buy
269,896
+19,948
+8% +$1.41M 7.21% 2
2025
Q2 		$17M Buy
249,948
+28,652
+13% +$1.85M 6.98% 2
2025
Q1 		$14.4M Buy
221,296
+86,271
+64% +$5.85M 6.91% 2
2024
Q4 		$9.02M Sell
135,025
-3,239
-2% -$220K 4.26% 6
2024
Q3 		$9.1M Buy
138,264
+3,860
+3% +$246K 4.39% 6
2024
Q2 		$8.45M Sell
134,404
-23,464
-15% -$1.47M 4.44% 5
2024
Q1 		$10.1M Sell
157,868
-1,804
-1% -$108K 5.58% 3
2023
Q4 		$9.22M Sell
159,672
-53,486
-25% -$2.88M 5.61% 3
2023
Q3 		$11.2M Buy
+213,158
New +$11.6M 7.72% 3

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

ShoreHaven Wealth Partners's AVLV Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 6.4% in Q2 2026, buying an estimated $1.97M and bringing the position to 372,316 shares worth $34M. The position accounts for 10.68% of the portfolio, ranked #2.

ShoreHaven Wealth Partners first reported a position in AVLV in Q3 2023 and has held it in 12 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • ShoreHaven Wealth Partners held 372,316 shares of Avantis US Large Cap Value ETF worth $34M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 22,468 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.97M.
  • Avantis US Large Cap Value ETF made up 10.68% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • ShoreHaven Wealth Partners first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.