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
Q3 		$17.3M Buy
219,251
+105,956
+94% +$8.6M 0.03% 523
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

Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Foundry Financial Group
Foundry Financial Group Laconia, New Hampshire $241M AUM 15.48% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVIV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Avantis International Large Cap Value ETF (AVIV) stake by 94% in Q3 2026, buying an estimated $8.6M and bringing the position to 219,251 shares worth $17.3M. The position accounts for 0.03% of the portfolio, ranked #523.

Wealth Enhancement Advisory Services first reported a position in AVIV in Q3 2023 and has held it in 13 quarters since. 68 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 219,251 shares of Avantis International Large Cap Value ETF worth $17.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 105,956 Avantis International Large Cap Value ETF shares in Q3 2026, an estimated $8.6M.
  • Avantis International Large Cap Value ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #523 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis International Large Cap Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 68 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.