Wealth Enhancement Advisory Services
AVLV icon

Wealth Enhancement Advisory Services’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$843M Buy
9,226,406
+1,525,894
+20% +$134M 1.41% 10
2026
Q1 		$621M Sell
7,700,512
-2,676,653
-26% -$217M 1.27% 11
2025
Q4 		$815M Buy
10,377,165
+354,964
+4% +$26.1M 1.11% 15
2025
Q3 		$723M Buy
10,022,201
+376,611
+4% +$26.6M 1.09% 13
2025
Q2 		$673M Sell
9,645,590
-258,612
-3% -$16.7M 1.11% 12
2025
Q1 		$646M Buy
9,904,202
+1,738,082
+21% +$118M 1.24% 10
2024
Q4 		$545M Buy
8,166,120
+459,990
+6% +$31.3M 1.04% 15
2024
Q3 		$507M Buy
7,706,130
+735,676
+11% +$46.8M 1.09% 14
2024
Q2 		$438M Buy
6,970,454
+719,212
+12% +$45.1M 1.04% 14
2024
Q1 		$402M Buy
6,251,242
+6,077,100
+3,490% +$364M 1.04% 15
2023
Q4 		$10.1M Sell
174,142
-11,893
-6% -$640K 0.03% 431
2023
Q3 		$9.8M Buy
186,035
+172,356
+1,260% +$9.34M 0.03% 417
2023
Q2 		$730K Buy
13,679
+73
+0.5% +$3.73K 0.01% 307
2023
Q1 		$695K Sell
13,606
-2
-0% -$104 0.01% 355
2022
Q4 		$719K Buy
13,608
+63
+0.5% +$3.16K 0.01% 251
2022
Q3 		$629K Buy
+13,545
New +$656K 0.01% 262

Other funds holding AVLV

FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Avantis US Large Cap Value ETF (AVLV) stake by 20% in Q2 2026, buying an estimated $134M and bringing the position to 9,226,406 shares worth $843M. The position accounts for 1.41% of the portfolio, ranked #10.

Wealth Enhancement Advisory Services first reported a position in AVLV in Q3 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,226,406 shares of Avantis US Large Cap Value ETF worth $843M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,525,894 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $134M.
  • Avantis US Large Cap Value ETF made up 1.41% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #10 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis US Large Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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