Glenview Trust’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Glenview Trust’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
2026 Q1	$56.4M	Buy	700,094 +52,937	+8%	+$4.29M	0.89%	26
2025 Q4	$49M	Buy	647,157 +45,079	+7%	+$3.32M	0.76%	29
2025 Q3	$43.5M	Buy	602,078 +43,849	+8%	+$3.1M	0.69%	31
2025 Q2	$38.1M	Buy	558,229 +23,529	+4%	+$1.52M	0.66%	30
2025 Q1	$34.9M	Buy	534,700 +97,035	+22%	+$6.58M	0.68%	30
2024 Q4	$29.2M	Buy	437,665 +91,824	+27%	+$6.25M	0.55%	40
2024 Q3	$22.8M	Buy	345,841 +24,077	+7%	+$1.53M	0.44%	58
2024 Q2	$20.2M	Buy	321,764 +29,049	+10%	+$1.82M	0.41%	58
2024 Q1	$18.8M	Buy	292,715 +47,697	+19%	+$2.86M	0.4%	65
2023 Q4	$14.2M	Buy	245,018 +81,670	+50%	+$4.39M	0.35%	75
2023 Q3	$8.61M	Buy	+163,348	New	+$8.85M	0.24%	94

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Glenview Trust's AVLV Position: Q1 2026 in Review

Glenview Trust increased its Avantis US Large Cap Value ETF (AVLV) stake by 8.2% in Q1 2026, buying an estimated $4.29M and bringing the position to 700,094 shares worth $56.4M. The position accounts for 0.89% of the portfolio, ranked #26.

Glenview Trust first reported a position in AVLV in Q3 2023 and has held it in 11 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Glenview Trust held 700,094 shares of Avantis US Large Cap Value ETF worth $56.4M as of Q1 2026.
Glenview Trust bought 52,937 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $4.29M.
Avantis US Large Cap Value ETF made up 0.89% of Glenview Trust's portfolio in Q1 2026, its #26 holding.
Glenview Trust first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.