PAS
AVLC icon

Park Avenue Securities’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Park Avenue Securities’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33M Buy
425,109
+43,778
+11% +$3.51M 0.26% 62
2025
Q4 		$30M Buy
381,331
+32,783
+9% +$2.54M 0.25% 64
2025
Q3 		$26.7M Buy
+348,548
New +$25.7M 0.21% 77

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HBT
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PLFA
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BHWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
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RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
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GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return