Western Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Western Wealth Management’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	$2.9M	Buy	31,808 +11,908	+60%	+$1.05M	0.09%	222
2026 Q1	$1.6M	Buy	19,900 +13,478	+210%	+$1.09M	0.06%	325
2025 Q4	$487K	Buy	6,422 +2,754	+75%	+$203K	0.02%	523
2025 Q3	$265K	Buy	+3,668	New	+$259K	0.01%	637

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

Western Wealth Management's AVLV Position: Q2 2026 in Review

Western Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 60% in Q2 2026, buying an estimated $1.05M and bringing the position to 31,808 shares worth $2.9M. The position accounts for 0.09% of the portfolio, ranked #222.

Western Wealth Management first reported a position in AVLV in Q3 2025 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Western Wealth Management held 31,808 shares of Avantis US Large Cap Value ETF worth $2.9M as of Q2 2026.
Western Wealth Management bought 11,908 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.05M.
Avantis US Large Cap Value ETF made up 0.09% of Western Wealth Management's portfolio in Q2 2026, its #222 holding.
Western Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.