Private Wealth Asset Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Private Wealth 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 Q1	$173K	Hold	2,145	–	–	0.02%	278
2025 Q4	$163K	Hold	2,145	–	–	0.02%	283
2025 Q3	$155K	Hold	2,145	–	–	0.02%	266
2025 Q2	$146K	Hold	2,145	–	–	0.02%	269
2025 Q1	$140K	Buy	+2,145	New	+$145K	0.02%	271

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Private Wealth Asset Management's AVLV Position: Q1 2026 in Review

Private Wealth Asset Management held its Avantis US Large Cap Value ETF (AVLV) position steady in Q1 2026 at 2,145 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #278.

Private Wealth Asset Management first reported a position in AVLV in Q1 2025 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Private Wealth Asset Management held 2,145 shares of Avantis US Large Cap Value ETF worth $173K as of Q1 2026.
Private Wealth Asset Management left its Avantis US Large Cap Value ETF share count unchanged in Q1 2026.
Avantis US Large Cap Value ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #278 holding.
Private Wealth Asset Management first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.