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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
Q2 		$93.5M Sell
1,024,753
-7,070
-0.7% -$621K 6.61% 2
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Nixon Peabody Trust's AVLV Position: Q2 2026 in Review

Nixon Peabody Trust reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.69% in Q2 2026, selling an estimated $621K and leaving 1,024,753 shares worth $93.5M. 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 11 quarters since. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Nixon Peabody Trust held 1,024,753 shares of Avantis US Large Cap Value ETF worth $93.5M as of Q2 2026.
  • Nixon Peabody Trust sold 7,070 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $621K.
  • Avantis US Large Cap Value ETF made up 6.61% of Nixon Peabody Trust's portfolio in Q2 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 11 quarters since.
  • 563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.