Corient Private Wealth
AVLC icon

Corient Private Wealth’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Corient Private Wealth’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
Q1 		$556K Sell
6,912
-6,912
-50% -$554K ﹤0.01% 1974
2025
Q4 		$1.05M Buy
13,824
+6,562
+90% +$509K ﹤0.01% 1856
2025
Q3 		$527K Buy
7,262
+177
+2% +$13.1K ﹤0.01% 1765
2025
Q2 		$483K Sell
7,085
-15,580
-69% -$1.02M ﹤0.01% 1725
2025
Q1 		$1.46M Hold
22,665
– – ﹤0.01% 1108
2024
Q4 		$1.53M Buy
22,665
+213
+0.9% +$14.5K ﹤0.01% 1111
2024
Q3 		$1.48M Hold
22,452
– – ﹤0.01% 1233
2024
Q2 		$1.41M Buy
+22,452
New +$1.37M ﹤0.01% 1188
2024
Q1 		– Sell
-22,452
Closed -$1.25M – 2284
2023
Q4 		$1.25M Buy
+22,452
New +$1.16M ﹤0.01% 1208

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 $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 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
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Corient Private Wealth's AVLC Position: Q1 2026 in Review

Corient Private Wealth reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 50% in Q1 2026, selling an estimated $554K and leaving 6,912 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Corient Private Wealth first reported a position in AVLC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2024. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Corient Private Wealth held 6,912 shares of Avantis US Large Cap Equity ETF worth $556K as of Q1 2026.
  • Corient Private Wealth sold 6,912 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $554K.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1974 holding.
  • Corient Private Wealth first reported a position in Avantis US Large Cap Equity ETF in Q4 2023 and has held it in 9 quarters since.
  • Corient Private Wealth's Avantis US Large Cap Equity ETF position peaked at $1.53M in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.