Almanack Investment Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Almanack Investment Partners’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
2025 Q1	–	Sell	-4,075	Closed	-$272K	–	157
2024 Q4	$272K	Hold	4,075	–	–	0.04%	149
2024 Q3	$268K	Hold	4,075	–	–	0.04%	154
2024 Q2	$256K	Hold	4,075	–	–	0.04%	155
2024 Q1	$262K	Hold	4,075	–	–	0.04%	151
2023 Q4	$235K	Buy	+4,075	New	+$219K	0.04%	145

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Almanack Investment Partners's AVLV Position: Q1 2025 in Review

Almanack Investment Partners sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2025, closing a stake of 4,075 shares — an estimated $272K sold.

Almanack Investment Partners first reported a position in AVLV in Q4 2023 and held it in 5 quarters. The position peaked at $272K in Q4 2024. 359 funds tracked by Wall St. Rank hold AVLV as of Q1 2025.

Almanack Investment Partners reported no remaining Avantis US Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Almanack Investment Partners sold 4,075 Avantis US Large Cap Value ETF shares in Q1 2025, an estimated $272K.
Almanack Investment Partners first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and held it in 5 quarters.
Almanack Investment Partners's Avantis US Large Cap Value ETF position peaked at $272K in Q4 2024.
359 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.