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WealthPlan Investment Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

WealthPlan Investment Management’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 		$480K Buy
6,196
+1,827
+42% +$143K 0.02% 327
2026
Q1 		$327K Buy
+4,369
New +$331K 0.02% 374

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

WealthPlan Investment Management's AVIV Position: Q2 2026 in Review

WealthPlan Investment Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 42% in Q2 2026, buying an estimated $143K and bringing the position to 6,196 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #327.

WealthPlan Investment Management first reported a position in AVIV in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • WealthPlan Investment Management held 6,196 shares of Avantis International Large Cap Value ETF worth $480K as of Q2 2026.
  • WealthPlan Investment Management bought 1,827 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $143K.
  • Avantis International Large Cap Value ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #327 holding.
  • WealthPlan Investment Management first reported a position in Avantis International Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.