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AVLV icon

Orion Portfolio Solutions’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Orion Portfolio 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
Q1 		$203K Sell
3,112
-12,713
-80% -$862K ﹤0.01% 1803
2024
Q4 		$1.06M Sell
15,825
-21
-0.1% -$1.43K 0.01% 1023
2024
Q3 		$1.04M Buy
15,846
+2,852
+22% +$182K 0.01% 1024
2024
Q2 		$817K Sell
12,994
-3,867
-23% -$242K 0.01% 1067
2024
Q1 		$1.08M Buy
16,861
+116
+0.7% +$6.95K 0.01% 952
2023
Q4 		$964K Sell
16,745
-619
-4% -$33.3K 0.01% 957
2023
Q3 		$915K Sell
17,364
-322
-2% -$17.4K 0.01% 964
2023
Q2 		$944K Buy
17,686
+1,894
+12% +$96.7K 0.01% 977
2023
Q1 		$807K Buy
+15,792
New +$820K 0.01% 966

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return