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PCG Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

PCG Wealth Advisors’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 		$8.12M Sell
100,709
-6,168
-6% -$500K 2.05% 9
2025
Q4 		$8.1M Sell
106,877
-20,842
-16% -$1.53M 2.29% 7
2025
Q3 		$9.23M Buy
+127,719
New +$9.02M 2.69% 7
2025
Q2 		– Sell
-150,032
Closed -$9.78M – 94
2025
Q1 		$9.78M Sell
150,032
-2,870
-2% -$195K 3.41% 6
2024
Q4 		$10.2M Buy
152,902
+1,660
+1% +$113K 3.77% 4
2024
Q3 		$9.96M Buy
151,242
+441
+0.3% +$28.1K 3.84% 5
2024
Q2 		$9.48M Buy
150,801
+3,386
+2% +$212K 4.12% 3
2024
Q1 		$9.47M Buy
147,415
+109,422
+288% +$6.56M 4.5% 3
2023
Q4 		$2.19M Buy
37,993
+18,678
+97% +$1M 1.23% 31
2023
Q3 		$1.02M Buy
19,315
+8,212
+74% +$445K 0.67% 39
2023
Q2 		$592K Buy
11,103
+2
+0% +$102 0.37% 56
2023
Q1 		$567K Sell
11,101
-1,779
-14% -$92.3K 0.36% 57
2022
Q4 		$646K Buy
+12,880
New +$646K 0.41% 54

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

PCG Wealth Advisors's AVLV Position: Q1 2026 in Review

PCG Wealth Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 5.8% in Q1 2026, selling an estimated $500K and leaving 100,709 shares worth $8.12M. The position accounts for 2.05% of the portfolio, ranked #9.

PCG Wealth Advisors first reported a position in AVLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.2M in Q4 2024. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • PCG Wealth Advisors held 100,709 shares of Avantis US Large Cap Value ETF worth $8.12M as of Q1 2026.
  • PCG Wealth Advisors sold 6,168 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $500K.
  • Avantis US Large Cap Value ETF made up 2.05% of PCG Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • PCG Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
  • PCG Wealth Advisors's Avantis US Large Cap Value ETF position peaked at $10.2M in Q4 2024.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.