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Johnson Financial Group Inc (Wisconsin)’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-25
Closed -$1.9K – 902
2025
Q4 		$1.9K Buy
+25
New +$1.84K ﹤0.01% 825

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Johnson Financial Group Inc (Wisconsin)'s AVLV Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2026, closing a stake of 25 shares — an estimated $1.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AVLV in Q4 2025 and held it in 1 quarter. The position peaked at $1.9K in Q4 2025. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Avantis US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 25 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $1.9K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Avantis US Large Cap Value ETF position peaked at $1.9K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.