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KMG Fiduciary Partners’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

KMG Fiduciary Partners’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
Q2 		– Sell
-3,053
Closed -$237K – 212
2026
Q1 		$237K Buy
+3,053
New +$245K 0.02% 250

Other funds holding AVLC

ORL
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HBT
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BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KMG Fiduciary Partners's AVLC Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Avantis US Large Cap Equity ETF (AVLC) in Q2 2026, closing a stake of 3,053 shares — an estimated $237K sold.

KMG Fiduciary Partners first reported a position in AVLC in Q1 2026 and held it in 1 quarter. The position peaked at $237K in Q1 2026. 90 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Avantis US Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 3,053 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $237K.
  • KMG Fiduciary Partners first reported a position in Avantis US Large Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • KMG Fiduciary Partners's Avantis US Large Cap Equity ETF position peaked at $237K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.