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Clearwater Capital Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Clearwater Capital Advisors’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
2025
Q1 		– Sell
-6,124
Closed -$414K – 170
2024
Q4 		$414K Buy
+6,124
New +$418K 0.04% 123

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HP
Haven Private Orlando, Florida $230M AUM 20.39% 1-Year Est. Return

Clearwater Capital Advisors's AVLC Position: Q1 2025 in Review

Clearwater Capital Advisors sold out of Avantis US Large Cap Equity ETF (AVLC) in Q1 2025, closing a stake of 6,124 shares — an estimated $414K sold.

Clearwater Capital Advisors first reported a position in AVLC in Q4 2024 and held it in 1 quarter. The position peaked at $414K in Q4 2024. 42 funds tracked by Wall St. Rank hold AVLC as of Q1 2025.

  • Clearwater Capital Advisors reported no remaining Avantis US Large Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Clearwater Capital Advisors sold 6,124 Avantis US Large Cap Equity ETF shares in Q1 2025, an estimated $414K.
  • Clearwater Capital Advisors first reported a position in Avantis US Large Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Clearwater Capital Advisors's Avantis US Large Cap Equity ETF position peaked at $414K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2025.

Based on Clearwater Capital Advisors's 13F filing for Q1 2025, filed 8 May 2025.