Lido Advisors
AVLV icon

Lido Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Lido Advisors’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
2025
Q3 		– Sell
-4,103
Closed -$280K – 1835
2025
Q2 		$280K Buy
+4,103
New +$264K ﹤0.01% 1373

Other funds holding AVLV

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Lido Advisors's AVLV Position: Q3 2025 in Review

Lido Advisors sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2025, closing a stake of 4,103 shares — an estimated $280K sold.

Lido Advisors first reported a position in AVLV in Q2 2025 and held it in 1 quarter. The position peaked at $280K in Q2 2025. 399 funds tracked by Wall St. Rank hold AVLV as of Q3 2025.

  • Lido Advisors reported no remaining Avantis US Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 4,103 Avantis US Large Cap Value ETF shares in Q3 2025, an estimated $280K.
  • Lido Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Lido Advisors's Avantis US Large Cap Value ETF position peaked at $280K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.