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

SOA Wealth 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 Q2	$10K	Buy	+110	New	+$9.66K	﹤0.01%	612

Other funds holding AVLV

Wealth Enhancement Advisory Services

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

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

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

SOA Wealth Advisors opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 110 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings.

139 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

SOA Wealth Advisors held 110 shares of Avantis US Large Cap Value ETF worth $10K as of Q2 2026.
Avantis US Large Cap Value ETF was a new SOA Wealth Advisors position in Q2 2026.
Avantis US Large Cap Value ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #612 holding.
139 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.