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Parkside Financial Bank & Trust’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Parkside Financial Bank & Trust’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 		$169K Buy
2,092
+68
+3% +$5.51K 0.01% 499
2025
Q4 		$153K Buy
2,024
+188
+10% +$13.8K 0.01% 530
2025
Q3 		$133K Sell
1,836
-21
-1% -$1.48K 0.01% 569
2025
Q2 		$127K Hold
1,857
– – 0.01% 574
2025
Q1 		$121K Sell
1,857
-824
-31% -$55.9K 0.02% 518
2024
Q4 		$179K Buy
2,681
+824
+44% +$56.1K 0.02% 402
2024
Q3 		$122K Buy
+1,857
New +$118K 0.02% 487

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Parkside Financial Bank & Trust's AVLV Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.4% in Q1 2026, buying an estimated $5.51K and bringing the position to 2,092 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #499.

Parkside Financial Bank & Trust first reported a position in AVLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $179K in Q4 2024. 484 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Parkside Financial Bank & Trust held 2,092 shares of Avantis US Large Cap Value ETF worth $169K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 68 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $5.51K.
  • Avantis US Large Cap Value ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #499 holding.
  • Parkside Financial Bank & Trust first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Parkside Financial Bank & Trust's Avantis US Large Cap Value ETF position peaked at $179K in Q4 2024.
  • 484 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.