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Main Street Financial Solutions’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Main Street Financial Solutions’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
Q4 		– Sell
-19,064
Closed -$1.38M – 569
2025
Q3 		$1.38M Buy
19,064
+10,456
+121% +$738K 0.09% 196
2025
Q2 		$587K Buy
+8,608
New +$554K 0.04% 329

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Wealth Enhancement Advisory Services
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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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Main Street Financial Solutions's AVLV Position: Q4 2025 in Review

Main Street Financial Solutions sold out of Avantis US Large Cap Value ETF (AVLV) in Q4 2025, closing a stake of 19,064 shares — an estimated $1.38M sold.

Main Street Financial Solutions first reported a position in AVLV in Q2 2025 and held it in 2 quarters. The position peaked at $1.38M in Q3 2025. 443 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • Main Street Financial Solutions reported no remaining Avantis US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Main Street Financial Solutions sold 19,064 Avantis US Large Cap Value ETF shares in Q4 2025, an estimated $1.38M.
  • Main Street Financial Solutions first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • Main Street Financial Solutions's Avantis US Large Cap Value ETF position peaked at $1.38M in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.