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

TCI 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	$3.82M	Buy	41,919 +3,031	+8%	+$266K	0.17%	54
2026 Q1	$3.13M	Buy	38,888 +13,589	+54%	+$1.1M	0.17%	58
2025 Q4	$1.92M	Buy	25,299 +1,373	+6%	+$101K	0.11%	73
2025 Q3	$1.73M	Buy	23,926 +547	+2%	+$38.6K	0.1%	74
2025 Q2	$1.59M	Sell	23,379 -4,034	-15%	-$260K	0.11%	70
2025 Q1	$1.79M	Buy	27,413 +58	+0.2%	+$3.93K	0.14%	57
2024 Q4	$1.83M	Hold	27,355	–	–	0.15%	57
2024 Q3	$1.8M	Buy	27,355 +3,400	+14%	+$216K	0.15%	53
2024 Q2	$1.51M	Buy	+23,955	New	+$1.5M	0.14%	58
2023 Q2	–	Sell	-1,501	Closed	-$76.7K	–	379
2023 Q1	$76.7K	Hold	1,501	–	–	0.01%	327
2022 Q4	$75.3K	Buy	+1,501	New	+$75.3K	0.01%	315
2022 Q2	–	Sell	-1,200	Closed	-$65K	–	2271
2022 Q1	$65K	Hold	1,200	–	–	0.01%	336
2021 Q4	$65K	Buy	+1,200	New	+$63.6K	0.01%	345

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

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

TCI Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 7.8% in Q2 2026, buying an estimated $266K and bringing the position to 41,919 shares worth $3.82M. The position accounts for 0.17% of the portfolio, ranked #54.

TCI Wealth Advisors first reported a position in AVLV in Q4 2021 and has held it in 13 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

TCI Wealth Advisors held 41,919 shares of Avantis US Large Cap Value ETF worth $3.82M as of Q2 2026.
TCI Wealth Advisors bought 3,031 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $266K.
Avantis US Large Cap Value ETF made up 0.17% of TCI Wealth Advisors's portfolio in Q2 2026, its #54 holding.
TCI Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2021 and has held it in 13 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.