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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
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Western Wealth Management's AVLV Position: Q1 2026 in Review

Western Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 210% in Q1 2026, buying an estimated $1.09M and bringing the position to 19,900 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #325.

Western Wealth Management first reported a position in AVLV in Q3 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Western Wealth Management held 19,900 shares of Avantis US Large Cap Value ETF worth $1.6M as of Q1 2026.
  • Western Wealth Management bought 13,478 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $1.09M.
  • Avantis US Large Cap Value ETF made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #325 holding.
  • Western Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.