KAS
AVLC icon

Kestra Advisory Services’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Kestra Advisory Services’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 		$1.4M Buy
18,067
+12,801
+243% +$1.03M 0.01% 1510
2025
Q4 		$414K Buy
+5,266
New +$409K ﹤0.01% 2286
2025
Q1 		– Sell
-13,457
Closed -$909K – 2766
2024
Q4 		$909K Buy
13,457
+1,180
+10% +$80.5K 0.01% 1478
2024
Q3 		$811K Buy
+12,277
New +$781K ﹤0.01% 1448

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

Kestra Advisory Services's AVLC Position: Q1 2026 in Review

Kestra Advisory Services increased its Avantis US Large Cap Equity ETF (AVLC) stake by 243% in Q1 2026, buying an estimated $1.03M and bringing the position to 18,067 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1510.

Kestra Advisory Services first reported a position in AVLC in Q3 2024 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Kestra Advisory Services held 18,067 shares of Avantis US Large Cap Equity ETF worth $1.4M as of Q1 2026.
  • Kestra Advisory Services bought 12,801 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $1.03M.
  • Avantis US Large Cap Equity ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1510 holding.
  • Kestra Advisory Services first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.