EF
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Evanson Financial’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Evanson Financial’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 		$418K Buy
+4,642
New +$401K 0.02% 220

Other funds holding AVLC

BHWM
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RW
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PP
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DWM
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MFG
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CA
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CWA
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SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return