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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
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 $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Waverly Advisors's AVIV Position: Q1 2026 in Review

Waverly Advisors held its Avantis International Large Cap Value ETF (AVIV) position steady in Q1 2026 at 8,942 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #952.

Waverly Advisors first reported a position in AVIV in Q2 2025 and has held it in 4 quarters since. The position peaked at $712K in Q3 2025. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Waverly Advisors held 8,942 shares of Avantis International Large Cap Value ETF worth $669K as of Q1 2026.
  • Waverly Advisors left its Avantis International Large Cap Value ETF share count unchanged in Q1 2026.
  • Avantis International Large Cap Value ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #952 holding.
  • Waverly Advisors first reported a position in Avantis International Large Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Avantis International Large Cap Value ETF position peaked at $712K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.