AE Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

AE Wealth Management’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.2M	Buy	180,245 +29,646	+20%	+$2.56M	0.08%	244
2026 Q1	$11.7M	Buy	150,599 +10,513	+8%	+$842K	0.06%	272
2025 Q4	$11M	Buy	140,086 +50,012	+56%	+$3.88M	0.06%	272
2025 Q3	$6.89M	Buy	90,074 +27,974	+45%	+$2.06M	0.04%	326
2025 Q2	$4.41M	Buy	62,100 +29,665	+91%	+$1.95M	0.03%	371
2025 Q1	$2.08M	Buy	32,435 +18,137	+127%	+$1.23M	0.02%	518
2024 Q4	$966K	Buy	+14,298	New	+$975K	0.01%	707

Other funds holding AVLC

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's AVLC Position: Q2 2026 in Review

AE Wealth Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 20% in Q2 2026, buying an estimated $2.56M and bringing the position to 180,245 shares worth $16.2M. The position accounts for 0.08% of the portfolio, ranked #244.

AE Wealth Management first reported a position in AVLC in Q4 2024 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

AE Wealth Management held 180,245 shares of Avantis US Large Cap Equity ETF worth $16.2M as of Q2 2026.
AE Wealth Management bought 29,646 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $2.56M.
Avantis US Large Cap Equity ETF made up 0.08% of AE Wealth Management's portfolio in Q2 2026, its #244 holding.
AE Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.