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Global Strategic Investment Solutions’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Global Strategic Investment Solutions’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 		$17M Sell
218,787
-12,105
-5% -$970K 1.65% 18
2025
Q4 		$18.2M Buy
230,892
+7,482
+3% +$581K 1.77% 15
2025
Q3 		$17.1M Buy
223,410
+35,644
+19% +$2.63M 1.71% 16
2025
Q2 		$13.3M Buy
+187,766
New +$12.3M 1.43% 21

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

Global Strategic Investment Solutions's AVLC Position: Q1 2026 in Review

Global Strategic Investment Solutions reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 5.2% in Q1 2026, selling an estimated $970K and leaving 218,787 shares worth $17M. The position accounts for 1.65% of the portfolio, ranked #18.

Global Strategic Investment Solutions first reported a position in AVLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.2M in Q4 2025. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Global Strategic Investment Solutions held 218,787 shares of Avantis US Large Cap Equity ETF worth $17M as of Q1 2026.
  • Global Strategic Investment Solutions sold 12,105 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $970K.
  • Avantis US Large Cap Equity ETF made up 1.65% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #18 holding.
  • Global Strategic Investment Solutions first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Strategic Investment Solutions's Avantis US Large Cap Equity ETF position peaked at $18.2M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.