SF
AVIV icon

Summit Financial’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Summit Financial’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Sell
3,480
-100
-3% -$7.82K ﹤0.01% 1378
2026
Q1 		$268K Buy
+3,580
New +$271K ﹤0.01% 1232

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Summit Financial's AVIV Position: Q2 2026 in Review

Summit Financial reduced its Avantis International Large Cap Value ETF (AVIV) stake by 2.8% in Q2 2026, selling an estimated $7.82K and leaving 3,480 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Summit Financial first reported a position in AVIV in Q1 2026 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Summit Financial held 3,480 shares of Avantis International Large Cap Value ETF worth $269K as of Q2 2026.
  • Summit Financial sold 100 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $7.82K.
  • Avantis International Large Cap Value ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1378 holding.
  • Summit Financial first reported a position in Avantis International Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.