KIM
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Kestra Investment Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Kestra Investment Management’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
2025
Q2 		– Sell
-4,883
Closed -$313K – 749
2025
Q1 		$313K Buy
+4,883
New +$332K 0.01% 321

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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 $424B AUM 22.9% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Kestra Investment Management's AVLC Position: Q2 2025 in Review

Kestra Investment Management sold out of Avantis US Large Cap Equity ETF (AVLC) in Q2 2025, closing a stake of 4,883 shares — an estimated $313K sold.

Kestra Investment Management first reported a position in AVLC in Q1 2025 and held it in 1 quarter. The position peaked at $313K in Q1 2025. 54 funds tracked by Wall St. Rank hold AVLC as of Q2 2025.

  • Kestra Investment Management reported no remaining Avantis US Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 4,883 Avantis US Large Cap Equity ETF shares in Q2 2025, an estimated $313K.
  • Kestra Investment Management first reported a position in Avantis US Large Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • Kestra Investment Management's Avantis US Large Cap Equity ETF position peaked at $313K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.