Team Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Team Financial Group’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	$10.3M	Buy	112,982 +56,183	+99%	+$4.93M	4.38%	9
2026 Q1	$4.58M	Buy	56,799 +39,296	+225%	+$3.19M	2.08%	14
2025 Q4	$1.33M	Buy	17,503 +4,394	+34%	+$323K	0.6%	16
2025 Q3	$947K	Buy	13,109 +4,121	+46%	+$291K	0.44%	17
2025 Q2	$613K	Buy	8,988 +3,022	+51%	+$195K	0.3%	23
2025 Q1	$389K	Buy	5,966 +2,758	+86%	+$187K	0.22%	31
2024 Q4	$214K	Buy	+3,208	New	+$218K	0.12%	37

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Team Financial Group's AVLV Position: Q2 2026 in Review

Team Financial Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 99% in Q2 2026, buying an estimated $4.93M and bringing the position to 112,982 shares worth $10.3M. The position accounts for 4.38% of the portfolio, ranked #9.

Team Financial Group first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Team Financial Group held 112,982 shares of Avantis US Large Cap Value ETF worth $10.3M as of Q2 2026.
Team Financial Group bought 56,183 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $4.93M.
Avantis US Large Cap Value ETF made up 4.38% of Team Financial Group's portfolio in Q2 2026, its #9 holding.
Team Financial Group first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.