SOA Wealth Advisors
AVLV icon

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
Q3 		$6.4K Sell
71
-39
-35% -$3.62K ﹤0.01% 650
2026
Q2 		$10K Buy
+110
New +$9.7K ﹤0.01% 612

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

SOA Wealth Advisors's AVLV Position: Q3 2026 in Review

SOA Wealth Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 35% in Q3 2026, selling an estimated $3.62K and leaving 71 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

SOA Wealth Advisors first reported a position in AVLV in Q2 2026 and has held it in 2 quarters since. The position peaked at $10K in Q2 2026. 491 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • SOA Wealth Advisors held 71 shares of Avantis US Large Cap Value ETF worth $6.4K as of Q3 2026.
  • SOA Wealth Advisors sold 39 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $3.62K.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #650 holding.
  • SOA Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • SOA Wealth Advisors's Avantis US Large Cap Value ETF position peaked at $10K in Q2 2026.
  • 491 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.