BOLTON SECURITIES CORPORATION’s Avantis US Large Cap Value ETF AVLV Stock Holding History

BOLTON SECURITIES CORPORATION’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	$190K	Buy	2,099 +1,027	+96%	+$95.3K	0.01%	908
2026 Q2	$97.8K	Buy	1,072 +357	+50%	+$31.4K	﹤0.01%	1122
2026 Q1	$57.6K	Buy	+715	New	+$58K	﹤0.01%	1190
2025 Q3	$51.7K	Buy	+715	New	+$50.5K	﹤0.01%	1136
2025 Q1	$49.1K	Buy	+753	New	+$51.1K	﹤0.01%	1053

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AVLV Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Avantis US Large Cap Value ETF (AVLV) stake by 96% in Q3 2026, buying an estimated $95.3K and bringing the position to 2,099 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #908.

BOLTON SECURITIES CORPORATION first reported a position in AVLV in Q1 2025 and has held it in 5 quarters since. 516 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

BOLTON SECURITIES CORPORATION held 2,099 shares of Avantis US Large Cap Value ETF worth $190K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 1,027 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $95.3K.
Avantis US Large Cap Value ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #908 holding.
BOLTON SECURITIES CORPORATION first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
516 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.