HighTower Advisors
AVLV icon

HighTower Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

HighTower Advisors’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 		$12.2M Buy
151,834
+4,814
+3% +$390K 0.01% 799
2025
Q4 		$11.1M Sell
147,020
-1,016
-0.7% -$74.8K 0.01% 818
2025
Q3 		$10.7M Sell
148,036
-85,776
-37% -$6.06M 0.01% 818
2025
Q2 		$15.9M Buy
233,812
+16,236
+7% +$1.05M 0.02% 627
2025
Q1 		$14.2M Sell
217,576
-14,986
-6% -$1.02M 0.02% 641
2024
Q4 		$15.5M Buy
232,562
+3,807
+2% +$259K 0.02% 594
2024
Q3 		$15.1M Buy
228,755
+224,592
+5,395% +$14.3M 0.02% 598
2024
Q2 		$262K Buy
+4,163
New +$261K ﹤0.01% 2825
2022
Q3 		– Sell
-4,934
Closed -$227K – 3163
2022
Q2 		$227K Buy
+4,934
New +$251K ﹤0.01% 2545

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 $45.5B AUM 21.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $70.5B 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 $1.09B AUM