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Sound Income Strategies’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Sound Income Strategies’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 		– Sell
-45
Closed -$3.64K – 622
2026
Q1 		$3.64K Buy
45
+41
+1,025% +$3.33K ﹤0.01% 1958
2025
Q4 		$318 Hold
4
– – ﹤0.01% 2416
2025
Q3 		$288 Buy
+4
New +$282 ﹤0.01% 1579

Other funds holding AVLV

Northwestern Mutual Wealth Management
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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
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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Sound Income Strategies's AVLV Position: Q2 2026 in Review

Sound Income Strategies sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 45 shares — an estimated $3.64K sold.

Sound Income Strategies first reported a position in AVLV in Q3 2025 and held it in 3 quarters. The position peaked at $3.64K in Q1 2026. 469 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Sound Income Strategies reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 45 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $3.64K.
  • Sound Income Strategies first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Avantis US Large Cap Value ETF position peaked at $3.64K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.