Baird Financial Group
AVLV icon

Baird Financial Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-8,248
Closed -$625K – 1833
2025
Q4 		$625K Buy
+8,248
New +$607K ﹤0.01% 1397

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Ameriprise
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LPL Financial
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Baird Financial Group's AVLV Position: Q1 2026 in Review

Baird Financial Group sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2026, closing a stake of 8,248 shares — an estimated $625K sold.

Baird Financial Group first reported a position in AVLV in Q4 2025 and held it in 1 quarter. The position peaked at $625K in Q4 2025. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Baird Financial Group reported no remaining Avantis US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 8,248 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $625K.
  • Baird Financial Group first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Baird Financial Group's Avantis US Large Cap Value ETF position peaked at $625K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.