Wealth Enhancement Advisory Services
AVIV icon

Wealth Enhancement Advisory Services’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.93M Buy
113,295
+91,205
+413% +$7.14M 0.01% 724
2026
Q1 		$1.67M Buy
22,090
+6,414
+41% +$486K ﹤0.01% 1500
2025
Q4 		$1.14M Buy
15,676
+1,181
+8% +$81.5K ﹤0.01% 1865
2025
Q3 		$985K Buy
14,495
+862
+6% +$55.8K ﹤0.01% 1877
2025
Q2 		$854K Buy
13,633
+6,672
+96% +$395K ﹤0.01% 1854
2025
Q1 		$395K Hold
6,961
– – ﹤0.01% 2220
2024
Q4 		$361K Sell
6,961
-4,256
-38% -$229K ﹤0.01% 2228
2024
Q3 		$630K Buy
11,217
+4,256
+61% +$229K ﹤0.01% 1661
2024
Q2 		$365K Hold
6,961
– – ﹤0.01% 1842
2024
Q1 		$376K Hold
6,961
– – ﹤0.01% 1760
2023
Q4 		$358K Hold
6,961
– – ﹤0.01% 1708
2023
Q3 		$335K Buy
+6,961
New +$341K ﹤0.01% 1672

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM

Wealth Enhancement Advisory Services's AVIV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Avantis International Large Cap Value ETF (AVIV) stake by 413% in Q2 2026, buying an estimated $7.14M and bringing the position to 113,295 shares worth $8.93M. The position accounts for 0.01% of the portfolio, ranked #724.

Wealth Enhancement Advisory Services first reported a position in AVIV in Q3 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 113,295 shares of Avantis International Large Cap Value ETF worth $8.93M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 91,205 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $7.14M.
  • Avantis International Large Cap Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #724 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis International Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 31 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.