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Lion Street Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Lion Street Advisors’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
Q3 		– Sell
-15,357
Closed -$1.09M – 236
2025
Q2 		$1.09M Buy
15,357
+1,595
+12% +$105K 0.33% 63
2025
Q1 		$884K Buy
+13,762
New +$934K 0.28% 74

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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 22.96% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lion Street Advisors's AVLC Position: Q3 2025 in Review

Lion Street Advisors sold out of Avantis US Large Cap Equity ETF (AVLC) in Q3 2025, closing a stake of 15,357 shares — an estimated $1.09M sold.

Lion Street Advisors first reported a position in AVLC in Q1 2025 and held it in 2 quarters. The position peaked at $1.09M in Q2 2025. 64 funds tracked by Wall St. Rank hold AVLC as of Q3 2025.

  • Lion Street Advisors reported no remaining Avantis US Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 15,357 Avantis US Large Cap Equity ETF shares in Q3 2025, an estimated $1.09M.
  • Lion Street Advisors first reported a position in Avantis US Large Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • Lion Street Advisors's Avantis US Large Cap Equity ETF position peaked at $1.09M in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.