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Principal Securities’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Principal Securities’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 		$818K Buy
8,973
+540
+6% +$47.4K 0.01% 860
2026
Q1 		$680K Sell
8,433
-467
-5% -$37.9K 0.01% 863
2025
Q4 		$674K Sell
8,900
-10
-0.1% -$736 0.01% 821
2025
Q3 		$644K Buy
8,910
+6,931
+350% +$489K 0.01% 813
2025
Q2 		$135K Sell
1,979
-260
-12% -$16.7K ﹤0.01% 1408
2025
Q1 		$149K Hold
2,239
– – ﹤0.01% 1258
2024
Q4 		$149K Sell
2,239
-126
-5% -$8.57K ﹤0.01% 1256
2024
Q3 		$156K Buy
+2,365
New +$151K ﹤0.01% 1206

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Principal Securities's AVLV Position: Q2 2026 in Review

Principal Securities increased its Avantis US Large Cap Value ETF (AVLV) stake by 6.4% in Q2 2026, buying an estimated $47.4K and bringing the position to 8,973 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #860.

Principal Securities first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Principal Securities held 8,973 shares of Avantis US Large Cap Value ETF worth $818K as of Q2 2026.
  • Principal Securities bought 540 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $47.4K.
  • Avantis US Large Cap Value ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #860 holding.
  • Principal Securities first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.