XY Planning Network’s Avantis US Large Cap Value ETF AVLV Stock Holding History

XY Planning Network’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 Q3	$209K	Buy	+2,311	New	+$214K	0.02%	369

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

XY Planning Network's AVLV Position: Q3 2026 in Review

XY Planning Network opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2026: 2,311 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings.

274 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

XY Planning Network held 2,311 shares of Avantis US Large Cap Value ETF worth $209K as of Q3 2026.
Avantis US Large Cap Value ETF was a new XY Planning Network position in Q3 2026.
Avantis US Large Cap Value ETF made up 0.02% of XY Planning Network's portfolio in Q3 2026, its #369 holding.
274 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.