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Armis Advisers’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Armis Advisers’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
Q3 		– Sell
-168,064
Closed -$11.5M – 332
2025
Q2 		$11.5M Buy
168,064
+3,990
+2% +$257K 0.91% 26
2025
Q1 		$10.7M Buy
164,074
+13,476
+9% +$914K 1% 25
2024
Q4 		$10.1M Buy
+150,598
New +$10.2M 1.23% 23

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Armis Advisers's AVLV Position: Q3 2025 in Review

Armis Advisers sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2025, closing a stake of 168,064 shares — an estimated $11.5M sold.

Armis Advisers first reported a position in AVLV in Q4 2024 and held it in 3 quarters. The position peaked at $11.5M in Q2 2025. 400 funds tracked by Wall St. Rank hold AVLV as of Q3 2025.

  • Armis Advisers reported no remaining Avantis US Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Armis Advisers sold 168,064 Avantis US Large Cap Value ETF shares in Q3 2025, an estimated $11.5M.
  • Armis Advisers first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Armis Advisers's Avantis US Large Cap Value ETF position peaked at $11.5M in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2025.

Based on Armis Advisers's 13F filing for Q3 2025, filed 12 Nov 2025.