PSFG
AVLC icon

Park Square Financial Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-9,229
Closed -$656K – 305
2025
Q2 		$656K Buy
9,229
+6,433
+230% +$422K 0.47% 40
2025
Q1 		$180K Buy
+2,796
New +$190K 0.14% 99

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park Square Financial Group's AVLC Position: Q3 2025 in Review

Park Square Financial Group sold out of Avantis US Large Cap Equity ETF (AVLC) in Q3 2025, closing a stake of 9,229 shares — an estimated $656K sold.

Park Square Financial Group first reported a position in AVLC in Q1 2025 and held it in 2 quarters. The position peaked at $656K in Q2 2025. 64 funds tracked by Wall St. Rank hold AVLC as of Q3 2025.

  • Park Square Financial Group reported no remaining Avantis US Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 9,229 Avantis US Large Cap Equity ETF shares in Q3 2025, an estimated $656K.
  • Park Square Financial Group first reported a position in Avantis US Large Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Avantis US Large Cap Equity ETF position peaked at $656K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.