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MassMutual Private Wealth & Trust’s Avantis US Large Cap Value ETF AVLV Stock Holding History

MassMutual Private Wealth & Trust’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
-314
Closed -$22.7K – 2374
2025
Q3 		$22.7K Buy
+314
New +$22.2K ﹤0.01% 1066

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MassMutual Private Wealth & Trust's AVLV Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Avantis US Large Cap Value ETF (AVLV) in Q4 2025, closing a stake of 314 shares — an estimated $22.7K sold.

MassMutual Private Wealth & Trust first reported a position in AVLV in Q3 2025 and held it in 1 quarter. The position peaked at $22.7K in Q3 2025. 443 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining Avantis US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 314 Avantis US Large Cap Value ETF shares in Q4 2025, an estimated $22.7K.
  • MassMutual Private Wealth & Trust first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Avantis US Large Cap Value ETF position peaked at $22.7K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.