Keel Point’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Keel Point’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	$285K	Buy	+3,530	New	+$286K	0.02%	365

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Keel Point's AVLV Position: Q1 2026 in Review

Keel Point opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q1 2026: 3,530 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #365 among its holdings.

483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Keel Point held 3,530 shares of Avantis US Large Cap Value ETF worth $285K as of Q1 2026.
Avantis US Large Cap Value ETF was a new Keel Point position in Q1 2026.
Avantis US Large Cap Value ETF made up 0.02% of Keel Point's portfolio in Q1 2026, its #365 holding.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.