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Brainard Capital Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Brainard Capital Management’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
2023
Q1 		$3.76M Buy
73,597
+10,443
+17% +$542K 2.88% 10
2022
Q4 		$3.17M Buy
+63,154
New +$3.17M 2.69% 12

Other funds holding AVLV

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
JIC
JRM Investment Counsel Omaha, Nebraska $413M AUM 20.78% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Brainard Capital Management's AVLV Position: Q1 2023 in Review

Brainard Capital Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 17% in Q1 2023, buying an estimated $542K and bringing the position to 73,597 shares worth $3.76M. The position accounts for 2.88% of the portfolio, ranked #10.

Brainard Capital Management first reported a position in AVLV in Q4 2022 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold AVLV as of Q1 2023.

  • Brainard Capital Management held 73,597 shares of Avantis US Large Cap Value ETF worth $3.76M as of Q1 2023.
  • Brainard Capital Management bought 10,443 Avantis US Large Cap Value ETF shares in Q1 2023, an estimated $542K.
  • Avantis US Large Cap Value ETF made up 2.88% of Brainard Capital Management's portfolio in Q1 2023, its #10 holding.
  • Brainard Capital Management first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.