Parallel Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Parallel Advisors’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	$1.95M	Sell	21,405 -1,044	-5%	-$91.7K	0.03%	332
2026 Q1	$1.81M	Sell	22,449 -398	-2%	-$32.3K	0.03%	320
2025 Q4	$1.73M	Sell	22,847 -3,228	-12%	-$238K	0.03%	322
2025 Q3	$1.88M	Buy	26,075 +4,335	+20%	+$306K	0.03%	294
2025 Q2	$1.48M	Buy	21,740 +14,753	+211%	+$950K	0.03%	328
2025 Q1	$456K	Buy	+6,987	New	+$474K	0.01%	615

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Parallel Advisors's AVLV Position: Q2 2026 in Review

Parallel Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 4.7% in Q2 2026, selling an estimated $91.7K and leaving 21,405 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #332.

Parallel Advisors first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Parallel Advisors held 21,405 shares of Avantis US Large Cap Value ETF worth $1.95M as of Q2 2026.
Parallel Advisors sold 1,044 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $91.7K.
Avantis US Large Cap Value ETF made up 0.03% of Parallel Advisors's portfolio in Q2 2026, its #332 holding.
Parallel Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.