Princeton Global Asset Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Princeton Global Asset 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	–	Sell	-92	Closed	-$7.43K	–	834
2026 Q1	$7.43K	Hold	92	–	–	﹤0.01%	627
2025 Q4	$6.99K	Buy	+92	New	+$6.77K	﹤0.01%	636

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

Princeton Global Asset Management's AVLV Position: Q2 2026 in Review

Princeton Global Asset Management sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2026, closing a stake of 92 shares — an estimated $7.43K sold.

Princeton Global Asset Management first reported a position in AVLV in Q4 2025 and held it in 2 quarters. The position peaked at $7.43K in Q1 2026. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Princeton Global Asset Management reported no remaining Avantis US Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Princeton Global Asset Management sold 92 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $7.43K.
Princeton Global Asset Management first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and held it in 2 quarters.
Princeton Global Asset Management's Avantis US Large Cap Value ETF position peaked at $7.43K in Q1 2026.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.