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Waverly Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Waverly Advisors’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 		$661K Sell
8,542
-400
-4% -$31.3K ﹤0.01% 1047
2026
Q1 		$669K Hold
8,942
– – 0.01% 952
2025
Q4 		$637K Sell
8,942
-1,622
-15% -$112K 0.01% 911
2025
Q3 		$712K Buy
10,564
+5,729
+118% +$371K 0.01% 737
2025
Q2 		$301K Buy
+4,835
New +$287K ﹤0.01% 967

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 $1.95B AUM 16% 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

Waverly Advisors's AVIV Position: Q2 2026 in Review

Waverly Advisors reduced its Avantis International Large Cap Value ETF (AVIV) stake by 4.5% in Q2 2026, selling an estimated $31.3K and leaving 8,542 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Waverly Advisors first reported a position in AVIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $712K in Q3 2025. 193 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Waverly Advisors held 8,542 shares of Avantis International Large Cap Value ETF worth $661K as of Q2 2026.
  • Waverly Advisors sold 400 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $31.3K.
  • Avantis International Large Cap Value ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1047 holding.
  • Waverly Advisors first reported a position in Avantis International Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Avantis International Large Cap Value ETF position peaked at $712K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.