Parkshore Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Parkshore Wealth Management’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 Q1	$1.91M	Sell	23,634 -130	-0.5%	-$10.5K	0.64%	22
2025 Q4	$1.8M	Buy	23,764 +89	+0.4%	+$6.55K	0.68%	21
2025 Q3	$1.71M	Sell	23,675 -1,069	-4%	-$75.5K	0.7%	23
2025 Q2	$1.69M	Sell	24,744 -3,478	-12%	-$224K	0.82%	24
2025 Q1	$1.84M	Buy	28,222 +372	+1%	+$25.2K	1.07%	22
2024 Q4	$1.86M	Buy	+27,850	New	+$1.89M	1.12%	23

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Parkshore Wealth Management's AVLV Position: Q1 2026 in Review

Parkshore Wealth Management reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.55% in Q1 2026, selling an estimated $10.5K and leaving 23,634 shares worth $1.91M. The position accounts for 0.64% of the portfolio, ranked #22.

Parkshore Wealth Management first reported a position in AVLV in Q4 2024 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Parkshore Wealth Management held 23,634 shares of Avantis US Large Cap Value ETF worth $1.91M as of Q1 2026.
Parkshore Wealth Management sold 130 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $10.5K.
Avantis US Large Cap Value ETF made up 0.64% of Parkshore Wealth Management's portfolio in Q1 2026, its #22 holding.
Parkshore Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.