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Global Retirement Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Global Retirement Partners’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
Q2 		$3.04M Buy
+33,322
New +$2.93M 0.05% 370
2025
Q4 		$1.65M Buy
21,807
+637
+3% +$46.9K 0.03% 492
2025
Q3 		$1.53M Sell
21,170
-91
-0.4% -$6.43K 0.03% 415
2025
Q2 		$1.45M Buy
+21,261
New +$1.37M 0.04% 408
2024
Q4 		$1.05M Buy
15,705
+2,478
+19% +$169K 0.03% 440
2024
Q3 		$871K Buy
13,227
+11,739
+789% +$747K 0.03% 474
2024
Q2 		$93.5K Buy
+1,488
New +$93.3K ﹤0.01% 1236

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Global Retirement Partners's AVLV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 33,322 shares worth $3.04M. The stake represents 0.05% of the portfolio and ranks #370 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVLV as recently as Q4 2025.

Global Retirement Partners first reported a position in AVLV in Q2 2024 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Global Retirement Partners held 33,322 shares of Avantis US Large Cap Value ETF worth $3.04M as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #370 holding.
  • Global Retirement Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
  • 564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.