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

WCG Wealth 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 		$1.99M Buy
26,550
+2,162
+9% +$164K 0.06% 272
2025
Q4 		$1.74M Buy
+24,388
New +$1.68M 0.05% 277
2024
Q4 		– Sell
-108,239
Closed -$6.08M – 295
2024
Q3 		$6.08M Sell
108,239
-15,945
-13% -$858K 0.41% 75
2024
Q2 		$6.51M Buy
+124,184
New +$6.69M 0.48% 63

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

WCG Wealth Advisors's AVIV Position: Q1 2026 in Review

WCG Wealth Advisors increased its Avantis International Large Cap Value ETF (AVIV) stake by 8.9% in Q1 2026, buying an estimated $164K and bringing the position to 26,550 shares worth $1.99M. The position accounts for 0.06% of the portfolio, ranked #272.

WCG Wealth Advisors first reported a position in AVIV in Q2 2024 and has held it in 4 quarters since. The position peaked at $6.51M in Q2 2024. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • WCG Wealth Advisors held 26,550 shares of Avantis International Large Cap Value ETF worth $1.99M as of Q1 2026.
  • WCG Wealth Advisors bought 2,162 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $164K.
  • Avantis International Large Cap Value ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #272 holding.
  • WCG Wealth Advisors first reported a position in Avantis International Large Cap Value ETF in Q2 2024 and has held it in 4 quarters since.
  • WCG Wealth Advisors's Avantis International Large Cap Value ETF position peaked at $6.51M in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.