Wealthcare Advisory Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Wealthcare Advisory Partners’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	$3.94M	Buy	43,218 +24,558	+132%	+$2.16M	0.07%	216
2026 Q1	$1.5M	Sell	18,660 -27,862	-60%	-$2.26M	0.03%	415
2025 Q4	$3.52M	Sell	46,522 -1,261	-3%	-$92.8K	0.07%	233
2025 Q3	$3.45M	Buy	47,783 +13,808	+41%	+$975K	0.07%	220
2025 Q2	$2.32M	Sell	33,975 -4,263	-11%	-$275K	0.05%	297
2025 Q1	$2.49M	Buy	38,238 +4,626	+14%	+$314K	0.07%	247
2024 Q4	$2.24M	Buy	33,612 +14,324	+74%	+$975K	0.06%	249
2024 Q3	$1.27M	Buy	19,288 +2,145	+13%	+$137K	0.04%	364
2024 Q2	$1.08M	Sell	17,143 -960	-5%	-$60.2K	0.03%	363
2024 Q1	$1.16M	Sell	18,103 -798	-4%	-$47.8K	0.04%	334
2023 Q4	$1.09M	Buy	18,901 +1,966	+12%	+$106K	0.04%	299
2023 Q3	$892K	Buy	16,935 +2,825	+20%	+$153K	0.04%	298
2023 Q2	$753K	Buy	+14,110	New	+$721K	0.03%	356

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Wealthcare Advisory Partners's AVLV Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 132% in Q2 2026, buying an estimated $2.16M and bringing the position to 43,218 shares worth $3.94M. The position accounts for 0.07% of the portfolio, ranked #216.

Wealthcare Advisory Partners first reported a position in AVLV in Q2 2023 and has held it in 13 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Wealthcare Advisory Partners held 43,218 shares of Avantis US Large Cap Value ETF worth $3.94M as of Q2 2026.
Wealthcare Advisory Partners bought 24,558 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $2.16M.
Avantis US Large Cap Value ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #216 holding.
Wealthcare Advisory Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.