Chicago Partners Investment Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Chicago Partners Investment Group’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 Q2	$1.89M	Buy	21,281 +748	+4%	+$64.6K	0.04%	390
2026 Q1	$1.74M	Buy	20,533 +46	+0.2%	+$3.69K	0.04%	368
2025 Q4	$1.65M	Buy	20,487 +845	+4%	+$65.6K	0.04%	336
2025 Q3	$1.54M	Buy	19,642 +1,966	+11%	+$145K	0.04%	324
2025 Q2	$1.29M	Buy	17,676 +483	+3%	+$31.7K	0.04%	341
2025 Q1	$1.11M	Buy	17,193 +2,506	+17%	+$170K	0.04%	341
2024 Q4	$1M	Buy	14,687 +553	+4%	+$37.7K	0.03%	342
2024 Q3	$941K	Buy	14,134 +876	+7%	+$55.7K	0.03%	342
2024 Q2	$834K	Buy	13,258 +886	+7%	+$54.2K	0.03%	357
2024 Q1	$737K	Buy	12,372 +5,888	+91%	+$343K	0.03%	371
2023 Q4	$366K	Buy	+6,484	New	+$336K	0.02%	493

Other funds holding AVLC

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

BHWM

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

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chicago Partners Investment Group's AVLC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Avantis US Large Cap Equity ETF (AVLC) stake by 3.6% in Q2 2026, buying an estimated $64.6K and bringing the position to 21,281 shares worth $1.89M. The position accounts for 0.04% of the portfolio, ranked #390.

Chicago Partners Investment Group first reported a position in AVLC in Q4 2023 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Chicago Partners Investment Group held 21,281 shares of Avantis US Large Cap Equity ETF worth $1.89M as of Q2 2026.
Chicago Partners Investment Group bought 748 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $64.6K.
Avantis US Large Cap Equity ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #390 holding.
Chicago Partners Investment Group first reported a position in Avantis US Large Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.