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Nixon Peabody Trust’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Nixon Peabody 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
2026
Q1 		$83.2M Buy
1,031,823
+25,499
+3% +$2.07M 6.61% 2
2025
Q4 		$76.2M Buy
1,006,324
+16,877
+2% +$1.24M 5.77% 2
2025
Q3 		$71.5M Sell
989,447
-45,156
-4% -$3.19M 5.24% 3
2025
Q2 		$70.6M Buy
1,034,603
+24,775
+2% +$1.6M 5.47% 3
2025
Q1 		$65.9M Buy
1,009,828
+101,304
+11% +$6.87M 5.59% 2
2024
Q4 		$60.7M Buy
908,524
+48,851
+6% +$3.32M 5% 4
2024
Q3 		$56.6M Buy
859,673
+61,928
+8% +$3.94M 4.71% 5
2024
Q2 		$50.1M Buy
797,745
+216,892
+37% +$13.6M 4.45% 5
2024
Q1 		$37.3M Buy
580,853
+51,666
+10% +$3.1M 3.43% 7
2023
Q4 		$30.6M Buy
+529,187
New +$28.5M 3.43% 5

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 $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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Nixon Peabody Trust's AVLV Position: Q1 2026 in Review

Nixon Peabody Trust increased its Avantis US Large Cap Value ETF (AVLV) stake by 2.5% in Q1 2026, buying an estimated $2.07M and bringing the position to 1,031,823 shares worth $83.2M. The position accounts for 6.61% of the portfolio, ranked #2.

Nixon Peabody Trust first reported a position in AVLV in Q4 2023 and has held it in 10 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Nixon Peabody Trust held 1,031,823 shares of Avantis US Large Cap Value ETF worth $83.2M as of Q1 2026.
  • Nixon Peabody Trust bought 25,499 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $2.07M.
  • Avantis US Large Cap Value ETF made up 6.61% of Nixon Peabody Trust's portfolio in Q1 2026, its #2 holding.
  • Nixon Peabody Trust first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Nixon Peabody Trust's 13F filing for Q1 2026, filed 27 Apr 2026.