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Global Strategic Investment Solutions’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Global Strategic Investment Solutions’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 		$54M Sell
669,290
-9,726
-1% -$789K 5.26% 5
2025
Q4 		$51.4M Sell
679,016
-13,302
-2% -$979K 5.03% 5
2025
Q3 		$50M Buy
692,318
+15,414
+2% +$1.09M 4.99% 4
2025
Q2 		$46.2M Sell
676,904
-92,146
-12% -$5.93M 4.93% 4
2025
Q1 		$50.1M Buy
769,050
+167,590
+28% +$11.4M 5.8% 5
2024
Q4 		$40.2M Buy
601,460
+234,125
+64% +$15.9M 4.7% 5
2024
Q3 		$24.2M Buy
367,335
+69,062
+23% +$4.4M 2.83% 10
2024
Q2 		$18.7M Buy
+298,273
New +$18.7M 2.26% 14

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

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

Global Strategic Investment Solutions reduced its Avantis US Large Cap Value ETF (AVLV) stake by 1.4% in Q1 2026, selling an estimated $789K and leaving 669,290 shares worth $54M. The position accounts for 5.26% of the portfolio, ranked #5.

Global Strategic Investment Solutions first reported a position in AVLV in Q2 2024 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Global Strategic Investment Solutions held 669,290 shares of Avantis US Large Cap Value ETF worth $54M as of Q1 2026.
  • Global Strategic Investment Solutions sold 9,726 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $789K.
  • Avantis US Large Cap Value ETF made up 5.26% of Global Strategic Investment Solutions's portfolio in Q1 2026, its #5 holding.
  • Global Strategic Investment Solutions first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

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