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 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

Oak Root LLC Santa Barbara, California $820M AUM 22.68% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $464M AUM 47.68% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return