Parsons Capital Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Parsons Capital 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 Q2	$1.72M	Buy	+18,857	New	+$1.66M	0.08%	220

Other funds holding AVLV

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

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Parsons Capital Management's AVLV Position: Q2 2026 in Review

Parsons Capital Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 18,857 shares worth $1.72M. The stake represents 0.08% of the portfolio and ranks #220 among its holdings.

394 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Parsons Capital Management held 18,857 shares of Avantis US Large Cap Value ETF worth $1.72M as of Q2 2026.
Avantis US Large Cap Value ETF was a new Parsons Capital Management position in Q2 2026.
Avantis US Large Cap Value ETF made up 0.08% of Parsons Capital Management's portfolio in Q2 2026, its #220 holding.
394 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.