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USAdvisors Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

USAdvisors Wealth Management’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 		$1.56M Buy
17,124
+145
+0.9% +$12.7K 0.45% 55
2026
Q1 		$1.34M Buy
16,979
+31
+0.2% +$2.51K 0.44% 53
2025
Q4 		$1.28M Sell
16,948
-780
-4% -$57.4K 0.42% 55
2025
Q3 		$1.28M Sell
17,728
-1,304
-7% -$92.1K 0.44% 56
2025
Q2 		$1.3M Sell
19,032
-1,450
-7% -$93.4K 0.48% 52
2025
Q1 		$1.33M Sell
20,482
-1,670
-8% -$113K 0.47% 49
2024
Q4 		$1.48M Sell
22,152
-153
-0.7% -$10.4K 0.48% 50
2024
Q3 		$1.46M Buy
22,305
+5
+0% +$318 0.51% 52
2024
Q2 		$1.4M Buy
22,300
+530
+2% +$33.2K 0.49% 50
2024
Q1 		$1.39M Sell
21,770
-805
-4% -$48.2K 0.53% 54
2023
Q4 		$1.3M Buy
22,575
+2,532
+13% +$136K 0.54% 52
2023
Q3 		$1.05M Buy
20,043
+40
+0.2% +$2.17K 0.47% 52
2023
Q2 		$1.07M Buy
20,003
+921
+5% +$47K 0.51% 53
2023
Q1 		$975K Buy
19,082
+321
+2% +$16.7K 0.46% 56
2022
Q4 		$942K Buy
18,761
+393
+2% +$19.7K 0.46% 57
2022
Q3 		$816K Buy
18,368
+1,567
+9% +$75.9K 0.42% 59
2022
Q2 		$775K Buy
16,801
+9,605
+133% +$489K 0.39% 59
2022
Q1 		$389K Buy
+7,196
New +$381K 0.17% 93

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Cerity Partners
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

USAdvisors Wealth Management's AVLV Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.85% in Q2 2026, buying an estimated $12.7K and bringing the position to 17,124 shares worth $1.56M. The position accounts for 0.45% of the portfolio, ranked #55.

USAdvisors Wealth Management first reported a position in AVLV in Q1 2022 and has held it in 18 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • USAdvisors Wealth Management held 17,124 shares of Avantis US Large Cap Value ETF worth $1.56M as of Q2 2026.
  • USAdvisors Wealth Management bought 145 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $12.7K.
  • Avantis US Large Cap Value ETF made up 0.45% of USAdvisors Wealth Management's portfolio in Q2 2026, its #55 holding.
  • USAdvisors Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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