Signal Advisors Wealth’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Signal Advisors Wealth’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	$1.64M	Sell	17,982 -210	-1%	-$18.4K	0.08%	192
2026 Q1	$1.47M	Sell	18,192 -142	-0.8%	-$11.5K	0.1%	183
2025 Q4	$1.39M	Sell	18,334 -14	-0.1%	-$1.03K	0.11%	153
2025 Q3	$1.33M	Sell	18,348 -410	-2%	-$29K	0.12%	143
2025 Q2	$1.28M	Buy	18,758 +22	+0.1%	+$1.42K	0.1%	186
2025 Q1	$1.22M	Buy	18,736 +1,028	+6%	+$69.7K	0.12%	163
2024 Q4	$1.18M	Sell	17,708 -204	-1%	-$13.9K	0.13%	162
2024 Q3	$1.18M	Buy	+17,912	New	+$1.14M	0.17%	154

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Signal Advisors Wealth's AVLV Position: Q2 2026 in Review

Signal Advisors Wealth reduced its Avantis US Large Cap Value ETF (AVLV) stake by 1.2% in Q2 2026, selling an estimated $18.4K and leaving 17,982 shares worth $1.64M. The position accounts for 0.08% of the portfolio, ranked #192.

Signal Advisors Wealth first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Signal Advisors Wealth held 17,982 shares of Avantis US Large Cap Value ETF worth $1.64M as of Q2 2026.
Signal Advisors Wealth sold 210 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $18.4K.
Avantis US Large Cap Value ETF made up 0.08% of Signal Advisors Wealth's portfolio in Q2 2026, its #192 holding.
Signal Advisors Wealth first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.