Steward Partners Investment Advisory’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Steward Partners Investment Advisory’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	$2.1M	Buy	23,071 +8,660	+60%	+$761K	0.01%	895
2026 Q1	$1.16M	Buy	14,411 +13,682	+1,877%	+$1.11M	0.01%	1083
2025 Q4	$55.2K	Buy	729 +22	+3%	+$1.62K	﹤0.01%	2620
2025 Q3	$51.1K	Buy	707 +581	+461%	+$41K	﹤0.01%	2601
2025 Q2	$8.59K	Sell	126 -824	-87%	-$53.1K	﹤0.01%	3278
2025 Q1	$62K	Hold	950	–	–	﹤0.01%	2267
2024 Q4	$63.4K	Hold	950	–	–	﹤0.01%	2214
2024 Q3	$62.5K	Buy	+950	New	+$60.5K	﹤0.01%	2122
2023 Q1	–	Sell	-16	Closed	-$803	–	3318
2022 Q4	$803	Buy	+16	New	+$802	﹤0.01%	3144

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

Steward Partners Investment Advisory's AVLV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Avantis US Large Cap Value ETF (AVLV) stake by 60% in Q2 2026, buying an estimated $761K and bringing the position to 23,071 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #895.

Steward Partners Investment Advisory first reported a position in AVLV in Q4 2022 and has held it in 9 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Steward Partners Investment Advisory held 23,071 shares of Avantis US Large Cap Value ETF worth $2.1M as of Q2 2026.
Steward Partners Investment Advisory bought 8,660 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $761K.
Avantis US Large Cap Value ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #895 holding.
Steward Partners Investment Advisory first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 9 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.