Prime Capital Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Prime Capital Investment 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 Q2	–	Sell	-1,163,667	Closed	-$93.8M	–	1092
2026 Q1	$93.8M	Sell	1,163,667 -108,334	-9%	-$8.79M	1.08%	21
2025 Q4	$96.4M	Sell	1,272,001 -266,674	-17%	-$19.6M	1.17%	19
2025 Q3	$111M	Sell	1,538,675 -1,816	-0.1%	-$128K	1.4%	17
2025 Q2	$105M	Buy	+1,540,491	New	+$99.2M	1.4%	18
2025 Q1	–	Sell	-1,511,839	Closed	-$101M	–	1073
2024 Q4	$101M	Sell	1,511,839 -58,466	-4%	-$3.98M	1.47%	18
2024 Q3	$103M	Sell	1,570,305 -101,586	-6%	-$6.47M	1.47%	15
2024 Q2	$105M	Buy	+1,671,891	New	+$105M	1.56%	14

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

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

Prime Capital Investment Advisors's AVLV Position: Q2 2026 in Review

Prime Capital Investment Advisors sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 1,163,667 shares — an estimated $93.8M sold.

Prime Capital Investment Advisors first reported a position in AVLV in Q2 2024 and held it in 7 quarters. The position peaked at $111M in Q3 2025. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Prime Capital Investment Advisors reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Prime Capital Investment Advisors sold 1,163,667 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $93.8M.
Prime Capital Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and held it in 7 quarters.
Prime Capital Investment Advisors's Avantis US Large Cap Value ETF position peaked at $111M in Q3 2025.
564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.